Advisors at this firm
Brenda M
Series 63, Series 65
Portland, OR
Cordant Wealth Partners
Brenda Mccombs is a financial advisor with Cordant Wealth Partners in Portland, OR, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Private Wealth Northwest, LLC since 2010. Cordant Wealth Partners serves individual and family clients, including high-net-worth households, providing comprehensive wealth management services such as financial clarity, retirement and cash-flow planning, investment management, estate and charitable planning, tax planning, and risk management. The firm operates with a six-advisor team managing approximately $338.7 million across about 150 client relationships, combining discretionary portfolio oversight with institutional custodial services and integrating financial planning into its advice.
Durham S
Series 65
Portland, OR
Cordant Wealth Partners
Durham Sundberg is a financial advisor at Cordant Wealth Partners in Portland, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Cordant Wealth Partners, Sundberg worked in various roles including positions at Big 5 Sporting Goods and MassMutual Oregon. Cordant Wealth Partners serves individual and family clients, including high-net-worth households, offering comprehensive wealth management services that encompass financial clarity, retirement and cash-flow planning, investment management, estate and charitable planning, tax planning, and risk management. The firm operates with a six-advisor team managing approximately $338.7 million across about 150 client relationships.
Samuel S
Series 65
Portland, OR
Cordant Wealth Partners
Samuel Slusser is a financial advisor at Cordant Wealth Partners in Portland, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Cordant, he worked at RVK Inc. and held various educational roles at the University of Idaho and local schools. Cordant Wealth Partners serves individual and family clients, including high-net-worth households, providing comprehensive wealth management that includes financial clarity, retirement and cash-flow planning, investment management, estate and charitable planning, tax planning, and risk management. The firm combines discretionary portfolio oversight with institutional custodial services and integrates financial planning into its advice through a six-advisor team managing approximately $338.7 million across about 150 client relationships.
Shannon R
CFP®
Portland, OR
Cordant Wealth Partners
Shannon Rozairo is a CFP® professional with seven years of experience in financial advising. She has been with Cordant Wealth Partners since 2015. Cordant Wealth Partners serves individual and family clients, including high-net-worth households, providing comprehensive wealth management services such as financial clarity, retirement and cash-flow planning, investment management, estate and charitable planning, tax planning, and risk management. The firm operates as a six-advisor team managing approximately $338.7 million across about 150 client relationships, combining discretionary portfolio oversight with institutional custodial services.
Isaac P
CFA®, Series 63
Portland, OR
Cordant Wealth Partners
Isaac Presley is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Cordant Wealth Partners in Portland, OR. He has been with the firm, formerly known as Private Wealth Northwest, since 2011. Cordant Wealth Partners is a six-advisor team managing approximately $338.7 million for individual and family clients, including high-net-worth households. The firm offers comprehensive wealth management services and combines discretionary portfolio oversight with institutional custodial services, integrating financial planning into its investment approach.
Scott G
CFP®, Series 65
Portland, OR
Cordant Wealth Partners
Scott Gerlach is a CFP® professional with 13 years of experience in financial advising. He has been with Cordant Wealth Partners since 2015, working as part of a six-advisor team based in Portland, OR. Cordant Wealth Partners serves individual and family clients, including high-net-worth households, providing comprehensive wealth management services such as financial clarity, retirement and cash-flow planning, investment management, estate and charitable planning, tax planning, and risk management. The firm combines discretionary portfolio management with institutional custodial services and offers educational seminars for clients and prospects.