True wealth is the ability to
live well - by your definition.

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Horst & Graben Wealth Management is a financial advisory firm founded by Jamieson Grabenhorst and Casey Cleveland in Lake Oswego, Oregon.

Sound partnership is our bedrock, and how we bring your goals and financial health to life.

 
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Why Horst & Graben?

Our advisors have over thirty years of combined experience, and our staff is energetic and motivated to help our clients. When you enter a fee-based relationship with us, we become fiduciaries who must always act in your best interest, and we believe in transparent, conscientious service to our clients.

For more information about the professional history of our financial advisors, please visit FINRA’s BrokerCheck.

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A smart and informed plan is essential. Our advisors specialize in the following areas:

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Retirement
Learning what retirement means for you will help us suggest ways to reach that goal.

 

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Tax and Estate Planning
Although we don't offer legal or tax advice, our advisors can work with your team of professionals, or we can help you form one with our network of referrals to estate attorneys and CPAs.

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College Planning
We can help you navigate this area of financial planning that only grows more complicated by the year.