Comprehensive Financial Planning*

Because we care about doing the right thing for our clients.

 

Jade Thelin, CLU LUTCF

jade@southernridgewealth.com

Jade has been a New York Life financial professional since 2009 and is associated with New York Life’s Greater Oregon General Office in Portland. Jade earned a Bachelor of Arts degree in communications from Brigham Young University. He currently resides in Portland, OR with his wife Ashton, and their five children.

Jade has been a member of the New York Life Chairman’s Cabinet1 (top 50 financial professionals of all of The New York Life Insurance Company) in 2013 - 2016, 2018, and 2019. He is very active in his community, church, and enjoys the outdoors when he is not helping his clients plan for their insurance, retirement, and financial planning* needs.

A look into our practice

We specialize in serving business owners, athletes, physicians, executives, growing families, and other high net worth individuals.

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.

 
 
 
 
 

Financial Planning*

 

What We Do

Here at Southern Ridge Wealth, we have always adhered to our motto, “because we care about doing the right thing for our clients.” We always put your interests first. As your wealth grows, so does the complexity of managing and protecting it. At Southern Ridge Wealth, our primary goal is to eliminate chaos, provide clarity and confidence through comprehensive financial planning*, and help you achieve your goals. As your life is always changing, you can count on us to help you with your financial affairs so you can focus on what you love most, with the people you love most.

Financial Planning*
Retirement Planning
Investment Advisory*
Estate Planning
Wealth Management*
Retirement Distribution Planning
Business Continuation Planning
Asset Protection
Cash Flow Planning
Charitable Planning
Legacy Planning
Special Needs Planning
Life Insurance
Long Term Care Insurance
Disability Insurance
Image
 

*Offered through Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.

1This is an annual New York Life company recognition program based on agent production from July 1- June 30.

Community Involvements

Southern Ridge Wealth is committed to serving the community in which we live and work. Whether we are serving clients, or actively participating in local organizations through volunteering, we take pride in our connections to our community and its needs.

Oregon Junior Golf

The mission of Oregon Junior Golf and the Oregon Golf Association is to introduce youth to the sport, encourage friendships and a life-long love for the game, provide competition and facilitate programs serving young golfers of all skill levels. Our core values (Honesty, Integrity, Sportsmanship, Respect, Fun & Friendship, and Stewardship) help develop our members to become tomorrow’s leaders today.



 

The Bandon Manor and The American Heart Association

Southern Ridge Wealth is actively involved and supports the American Heart Association on a local level. As the American Heart Association’s mission is “to be a relentless force for a world of longer, healthier lives.” we at Southern Ridge Wealth feel strongly about supporting their mission. The Bandon Manor has also helped in many of the collective donations over the past four years in working together with the American Heart Association.

Resources

Calculators

Calculators

A host of financial tools to assist you.

Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

Newsletters

Timely newsletters to help you stay current.

 

Glossary

Financial terms from A to Z.

 

Explaining The New "Fiduciary" Rule

 
 

Retirement Income Education

 
 

Our Office

Southern Ridge Wealth
10260 SW Greenburg Rd. Suite 1150
Portland, OR 97223
Phone: 503.293.3751
Fax: 503.293.3700
Email: jade@southernridgewealth.com
Contact Us ?
Canvas Logo

Quick Contact

Leave this empty: