Established in Portland, Oregon in 1928, we have deep roots in our communities and a long history of helping our clients reach their financial goals. As an independent company, we're not bound to in-house products, families of funds, or a single-investment approach. This lets us create an innovative, personalized plan that addresses your specific needs and goals without limitations.
Scroll down to meet some of our team members and get some early answers to important questions, or contact us to start a conversation.
Investing feels intimidating.How do I
If you're reading this, you're off to a great start already. People get involved in investing for all sorts of reasons - financial goals, interest in a particular company or industry, even for fun - and we have the experience and the expertise to help you understand the ins and outs of investing today, so you can plan for your future with confidence.
Contact us to get started.
Will I be ready
for my retirement?Am I saving enough?
These are great questions to ask - as with many endeavors, knowledge is power when it comes to investing. At Umpqua Investments we help you craft a plan that's tailored to your needs and your timeline, so you can be confident that the actions you take today will help support you in the future.
Get in touch and let's see where you are, where you'd like to be and how to get you there.
Be honest. Do my investments
Hats off to your diligence! Getting a second opinion on your investments can help you make adjustments and spot opportunities as they arise, so let's sit down and see how your goals and your investments align.
Send us a note and we will be more than happy to take a look.
With more than 33 years of industry experience, Jeani Winterbourne thrives as CEO of Umpqua Investments. "I think experience has been the best teacher," says Winterbourne. "Market fluctuations and uncertainty have been a constant factor, which makes helping people become more assured and confident in their investing the most rewarding aspect of my job. The responsibility and commitment of our advisors to their clients brings me tremendous pride and seeing this company continue to grow and support our communities—that’s why I love what I do."
here to help our neighbors along the west coast
©2017 Umpqua Investments. All rights reserved.
Umpqua Investments, Inc., Member FINRA/SIPC, is an affiliated company of Umpqua Bank. Umpqua Investments, Inc. is not a bank.
Securities, managed investments and insurance products are: · NOT A BANK DEPOSIT · NOT FDIC INSURED · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · NOT BANK GUARANTEED · and MAY GO DOWN IN VALUE.