Grants Pass

Grants Pass Office

Continuing our founding legacy in the beautiful Rogue Valley with dedicated local service and the same commitment to excellence that built our reputation.

Where It All Began

Grants Pass is where Wagon Wheel Financial first established its reputation for experienced financial planning. In the heart of Southern Oregon’s Rogue Valley, we built lasting relationships with families and business owners who trusted us with their financial futures.

Today, our Grants Pass office continues that tradition of personalized service and local expertise. Our experienced advisor understands the unique needs of Southern Oregon residents and provides financial strategies tailored to the Pacific Northwest lifestyle.

From retirement planning for Oregon teachers to estate strategies for local business owners, we bring the same fiduciary commitment that has defined our practice since day one.

Visit Our Grants Pass Office

Located on Allen Creek Road, our office provides a comfortable, professional environment where you can discuss your financial goals with confidence and privacy.

Address

1610 SW Allen Creek Road Suite 107
Grants Pass, OR 97527

Phone

541-916-1234

Office Hours

Monday - Friday: 9:00 AM - 5:00 PM
Saturday: By appointment only
Sunday: Closed

The Grants Pass
Advantage

Experience the personal touch and local expertise that comes from working with advisors who truly understand Southern Oregon.

Our Heritage

Where Wagon Wheel Financial first established its reputation for excellence

Local Expertise

Deep understanding of Southern Oregon's unique financial landscape

Personal Service

Dedicated advisor providing one-on-one attention to every client

Ready to Continue the Journey?

Schedule a consultation at our Grants Pass office and experience the personalized financial planning that built our reputation.