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The Tennant Group

The Fields Tennant Group

PHONE: 503-273-4930

TOLL-FREE: 800-754-2841

FAX: 503-422-4045

ADDRESS:  1211 SW Fifth Avenue, Suite 1400, Portland, OR 97204

What You Need is What We Do 

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which I can draw when designing customized solutions based on my knowledge of your specific needs in these areas.

Financial and Estate Planning

  • Retirement and education planning
  • Tax planning
  • Wealth transfer
  • Charitable giving

Investment Management

  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Alternative investments
  • Cash management

Risk and Liability Management

  • Income protection strategies
  • UITs
  • Lending services