January 23, 2012 -

We will be closing early at 3:30 pm on Thursday, January 26th.

In observance of our Five Year Anniversary, we will be closing at 3:30 pm on Thursday, January 26th. Thank you for understanding as we celebrate this special occasion.

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Lewis & Clark Bank Event Recap: Building Wealth Through Tax Strategies

On May 7th, 24 attendees gathered at the Oregon Wine Reserve in Lake Oswego for an enlightening presentation on "Building Wealth Through Tax Strategies." Scott Bargaehr and Mark Grubbs shared advanced tax mitigation techniques and strategic financial planning insights. The event emphasized proactive tax planning and leveraging advisory teams for optimal wealth management. Attendees engaged in a lively Q&A session, exploring various tax strategies and current IRS conditions

Building Wealth Through Tax Strategies scheduled for 5/7 at Oregon Wine Reserve

Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.

Exciting News: Lewis & Clark Bank to Join Forces with Maps Credit Union

We have entered into a definitive agreement to join forces with Maps Credit Union, a highly respected financial institution serving communities throughout the Willamette Valley.