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Year-End Planning Resources for You

Access Ferguson Wellman's 2026 Wealth Planning Guide without providing your name or personal information. Take what’s useful, return when you need it, and if you’d like to continue the conversation, we’re here.

Ferguson Wellman, a Portland based, privately owned investment advisory firm serving individuals, families and institutions provides investment management and comprehensive wealth planning with a team-based, long-term approach. Our 2026 guide offers timely insights on tax and retirement planning, estate and gifting strategies, charitable giving, education planning and more.

Experience You Can Build On

• Since 1975: serving individuals, families and institutions for more than 50 years
• $11+ billion: assets under management
• Employee-owned: a culture built around long-term relationships
• Pacific Northwest roots: serving clients throughout the region and across the country
• Experienced professionals: a team of nine CFA® charterholders and 12 CFP® professionals bringing specialized expertise to clients

As of June 30, 2026

Planning Beyond the Numbers

Financial decisions rarely happen in isolation. Investment strategy, taxes, retirement, charitable giving and estate planning can all intersect. A thoughtful wealth plan considers how these pieces work together while adapting as your circumstances and priorities evolve.

Explore important considerations for for year-end planning and use the guide as a resource throughout 2026. Download the guide

Have questions about your wealth plan? Connect with our team