Holistic Planning and Asset Management

Meet the Team

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Rodewald Private Wealth

At Rodewald Private Wealth, we believe that managing your wealth should be straight forward and stress-free. We offer personalized, time-tested strategies that help financial decisions, helping you grow and protect your assets while working to achieve your long-term goals.
 

Our Promise

INTEGRITY

We strive to be trustworthy and honest in all aspects of our business. We seek to avoid any and all conflicts of interest and will serve as your advocate helping you watch over your wealth and income sources.

KNOWLEDGE

We will stay on top of conditions which may affect our plans, including market conditions, political events, taxation changes and corporate actions. We will make every effort to seek out unbiased high quality research.

SERVICE

We will personally work to help make sure every promise made is delivered. We hold ourselves and each member of our team personally accountable for every task from investment transactions to returning phone calls promptly.

PERFORMANCE

We will work with each client to establish clear goals and benchmarks for growth, income, liquidity and taxes. Further, we will stay within each client’s comfort level for risk. Lastly, we will take the time to explain investment recommendations and keep clients up to date with the progress of their plan.

SINCERITY

We will always treat you with respect and will be proactive. We will always consider helping you manage your wealth as our profound responsibility.

Firm Introduction

Steward Partners is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and high level service to our clients and their families.
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AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.*

*https://www.sec.gov/divisions/investment/advoverview.htm


 

Recognition

We pride ourselves on delivering high level client service with an unwavering commitment to excellence.
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All recognition award information can be found by clicking here.

STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
Visit StewardPartners.com

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

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VIDEOS

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NEWSLETTERS

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Glossary

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Market Insight

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Market Information

 

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Our Office

Steward Partners
4949 Meadows Road, Suite 400
Lake Oswego, OR 97035
Phone:
(971) 353-7804
(800) 452-1929
Fax:
(971) 353-7801
Email:
duane.rodewald@stewardpartners.com
 
 
 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck