Amy Ullrich's Contact Details

Amy Ullrich's Company Details

ASI Wealth Management

Bend, OR, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

ASI is a wealth management firm providing personal wealth management and institutional consulting throughout the Pacific Northwest. The firm is an independent Registered Investment Advisor founded in 1998. We provide fee-only wealth management and consulting services to affluent families and individuals, retirement plans, endowments, foundations, trusts, corporations and not-for-profits.We're headquartered in Bend, Oregon, a reflection of our commitment to quality of life, community and living every day to the fullest, with additional offices in Medford, Portland and Seattle. Our addresses may be different, but our hearts are in the same place, united to help our clients live their best lives.Our accreditations and certifications include Certified Investment Management Analyst, Certified Private Wealth Advisor®, Investment Management Consultants Association® Retirement Plans Associate®, CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠ASI Wealth Management and its employees do not provide tax or legal advice. Investors are strongly urged to consult their tax or legal advisers. Strategies discussed herein may not be suitable for all investors, and such discussions are provided for informational purposes only. The information contained herein, including but not limited to research, market valuations, calculations, estimates and other material obtained from ASI and other sources are believed to be reliable. However, ASI does not warrant its accuracy or completeness. Third party posts that appear on this social media site have not been reviewed or approved by ASI Wealth Management, LLC for completeness or accuracy. Information that has been posted by third-parties does not reflect the views or opinions of the firm.