While our website is getting a makeover,
a few useful facts:

Questions?  Contact:


Administrative Asst.



  • Umpqua Plaza building, between Jefferson & Columbia.

  • From SW Naito Parkway, turn west onto SW Jefferson St. 

  • IMMEDIATELY turn left into our garage.

  • We are on the 6th floor, Suite 650.

​© 2016.  Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA & SIPCBerry Wealth is separate from LPL Financial and is not a broker dealer.  The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, HI, ID, KS, MD, MO, NV, OR, PA, TX, UT, WA.