The Scarlett-Roehr-Garcia Team
Serving the greater Lake Oswego, OR area.
Talk to the team
Location
Lake Oswego, OR 97035 (503) 906-9624
A team behind every plan
With decades of experience, the Scarlett Roehr Garcia Team is an independent advising team that’s devoted to making decisions in your best interest. Our knowledgeable approach to portfolio management is crucial to the rigorous nature of our investment process. From managing volatility and risk to optimizing for tax efficiency, the Scarlett Roehr Garcia Team crafts portfolios to help you toward your goals.
At the Scarlett Roehr Garcia Team, the beginning, middle, and end of our process revolves around the “I” and the “why” of each individual client. Client values and priorities underscore every aspect of what we do. Reach out today to schedule a complimentary introductory meeting.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Lake Oswego, OR
5 Centerpointe Drive, Ste. 270
Lake Oswego, OR 97035
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Lake Oswego, OR
Lake Oswego, OR 97035
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Quick Takes from the Scarlett-Roehr-Garcia Team
Newsroom and Resources
View AllKey Insights to the Bond Market Q2
Northwest News – First Quarter 2025
Wealth Enhancement Announces Acquisition of Northwest Investment Counselors, LLC., an Independent RIA with Over $673 Million in Client Assets
Northwest News – Fourth Quarter 2024
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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