BPG Wealth Management

BPG Wealth Management A Strategic Financial Planning Partner for Businesses and Families Securities offered through Osaic Wealth, Inc. member FINRA/SIPC.

BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence through the most crucial stages of your life. Our goal is to provide families, business owners, executives, and those looking for guidance in managing their assets with a plan to take control of their finances and feel confident about their future. Our services include financial planning, retirement services, investment advisory services, insurance solutions, and exit & succession planning for businesses. Please visit our website for more information: www.bpgnetwork.com

We are licensed to sell Securities in the following states: AK, AZ, AR, CA, CO, ID, KS, MN, MT, NV, NC, OR, VA, WA, WY. We are licensed to sell Insurance Products in the following states: AK, AZ, CA, ID, NV, OR, UT, WA. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
10/09/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

When was the last time you updated your will?

10/05/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

10/02/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
09/30/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
09/28/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

09/25/2026

Ever heard of a Roth 401(k)? Would one be right for you?

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
09/23/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

09/21/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Address

10151 SE Sunnyside Road , Suite 460
Clackamas, OR
97015

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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