Katie St. Ores
Areas of Expertise

Tax Preparation

We ARE accepting new clients at our offices in McMinnville. The address is 435 Evans, across from the County Courthouse and the Parking Garage.
We provide tax preparation services to individuals and businesses and are available year-round to answer tax questions and perform any needed analysis.

Financial Consulting

A comprehensive financial plan takes a 360-degree view of all aspects of your financial life. Our detailed process and personalized service help you navigate through life’s financial decisions.

Retirement Planning

We will work with you to help you achieve the main retirement goals: Create a stream of sound income to meet living expenses, protect retirement savings and leave a legacy to the family or charity.

Insurance

Insurance is a big part of managing the risks that threaten your family and your business. Helping you find the best protection at the best possible price is our passion.

World Class Education and Professional Experience

  • Wharton – University of Pennsylvania – Certified Investment Management Analyst program
  • Loyola University – Certified Mergers and Acquisition advisor program
  • UC Berkeley– Certificate in Accounting
  • The American College– Chartered Financial Consultant
  • CFP Board of Standards-  Certified Financial Planner
  • Enrolled Agent– Empowered by the U.S. Dept of the Treasury
  • Licensed Tax Consultant – Independent Tax Practitioner Licensed by the State of Oregon
  • Registered Investment Adviser– Registered with Oregon Division of Financial Regulation
  • University of Wisconsin– Masters of Project Management
  • Moscow State University-Masters in Administrative Management with Honors
  • ACAMS– Certified Anti-Money Laundering Specialist Program
  • Markusen & Schwing CPA’s– Tax Accountant
  • St. Ores Wealth Management– Financial Consultant, Wealth Advisor
  • Series 63  –  Uniform Securities Agent State Law Exam

Certified Financial Planner

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States.  To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements .

 

Katie St. Ores

Registered Investment Advisor

Registered Investment Advisor (RIA) is a person or firm who advises high-net-worth individuals oninvestments and manages their portfolios. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests.


Enrolled Agent

America's Tax Experts

Enrolled agent (or EA) is a tax advisor who is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. Enrolled agents represent taxpayers before the Internal Revenue Service (IRS) for tax issues including audits, collections and appeals.



ChFC

Chartered Financial Consultant

Chartered Financial Consultant is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience.

St. Ores Wealth Management

 

Fully Independent Advice: 

St. Ores Wealth Management is a 100% advisor-owned company. We are fiduciaries for our clients.  We work for you!  Unlike commission brokers and bank salespeople, our first duty is to our clients. We align our interests with yours and focus on serving you.  

Why Choose Our Firm

Certified Experience

Your financial plan is prepared and monitored by a Certified Financial Planner and a Chartered Financial Consultant™ professional.

Convenience and Technology

We can meet anywhere. St. Ores Wealth Management is virtual boutique firm with a physical office across from the courthouse. We use various types of communication, financial planning and document sharing tools to help bring information to you efficiently and securely.

Personal attention

We know that every client is unique. We do not make recommendations without first understanding you. After our discovery meeting, we develop a financial strategy that is tailored just for you, to help you achieve your goals and reach your full financial potential.

Memberships and Associations

St. Ores Wealth Management

Registered Investment Advisor

The Financial Planning Association (FPA) is a U.S.-based professional organization formed in 2000 that assists members of the public find ethical, objective, client-focused financial planners. FPA members must follow the organization’s code of ethics, which requires financial planners to provide their services with integrity, objectivity, competence, confidentiality, fairness, professionalism and diligence. Members must be honest and unbiased with their clients, and they must provide financial advice that is in the client’s, not the advisor’s, best interest. Additionally, they must not provide advice in areas where they are not competent, and they must agree to continually expand their professional expertise.

Tax Preparation St. Ores Wealth Management

Enrolled Agent

America's Tax Experts

NAEA is a professional society representing enrolled agents (EAs), America’s tax experts. EAs earn their licenses from the Department of Treasury by passing a three-part exam administered by IRS and must complete annual continuing education. NAEA members must fulfill continuing education requirements that exceed the IRS’ required minimum, and adhere to a stringent code of ethics.

Financial Planner St. Ores Wealth Management

ChFC

Chartered Financial Consultant

The American College of Financial Services is a private college focused on professional training for financial practitioners. The mission of The American College of Financial Services is to raise the level of professionalism in financial services by promoting ongoing education, ethical practices, and the pursuit of new knowledge for the benefit of society.

Request a Free Consultation

Call 971-279-7788  or   Katie@SaintOres.com