Jade Thelin, Chartered Life Underwriter: At Southern Ridge Wealth, we sincerely believe that most people want to do what’s right for themselves, their families, and their communities. In fact, that’s one of the reasons we started this firm in 2019. Depending on your needs, we can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. Eagle Strategies is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. We are dedicated to providing you with investment advisory solutions to help you plan to achieve your future goals.
Southern Ridge Wealth Portland address and phone