Why choose Steinberg Investment Group?

 

 

 

 

 

 

 

 

 

 

 

 

Steinberg Investment Group is a Portland, Oregon-based wealth management firm, committed to providing quality, highly personalized, process-based, investment and retirement planning solutions for each of our valued clients.  We focus on fully understanding our client's long-term financial goals, and design customized wealth management strategies that seek to protect and build our clients' wealth. We believe in serving those in our community regardless of race, gender identity, religion, or family status.

We take our personal commitment to our clients' financial future to heart. Our clients have direct daily access to Lance and Brent Steinberg, 4th generation Oregonians who each have more than 25 years of experience managing client assets. Our disciplined process includes placing the highest priority in providing to our clients a personalized level of financial, investment and retirement service that exceeds expectations. We believe that this personal commitment to our clients' long-term financial future is the key to our own success.