Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.

Press Releases

See what’s new – and in the news – at The Partners Group.

The Partners Group Ranks on the 2016 Inc. 5000 List of Fastest-Growing Private Companies for the 4th Year

INC 5000 Generic Logo - 2016The Partners Group, a leading Northwest based financial and insurance consulting firm, has earned placement on the 35th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. The Inc. 5000 represents a unique look at the most successful companies within the American economy’s most dynamic segment— its independent small businesses.

The Partners Group’s three-year growth rate of 56% has earned a ranking as number 58 among Oregon businesses listed on the Inc. 5000. This three-year growth rate was attributed […]

Rod Cruickshank of The Partners Group Named to Meridian Park Medical Foundation Board

rcruickshankMeridian Park Medical Foundation elected Rod Cruickshank, President and CEO of The Partners Group, as vice chair to its board of trustees during the foundation’s annual meeting in June of 2016.

Cruickshank began his insurance career in 1984 as a sales consultant for one of the nation’s largest employee benefit brokerage firms. After working in both the Northwest and Northeast holding various positions, he returned to Portland, Ore. where he founded The Partners Group with partner Bruce Kerr. Today, Cruickshank is the President and CEO of The Partners Group, one […]

Three First Generation Co-Founders Retire at The Partners Group

Leaving Behind a Culture Committed to Community Involvement

The Partners Group honored three of its first generation co-founders between May and June of 2016, including Bruce Kerr in Oregon, as well as Bill Meacham and Bill Baldwin in Washington, as all three headed into retirement.

Bruce Kerr, Bill Baldwin and Bill Meacham

Bruce Kerr, Bill Baldwin and Bill Meacham
Picture 1 of 10

Bruce Kerr - Co-Founder of The Partners Group, Bill Baldwin – Co-Founder of The Partners Group and Bill Meacham - Co-Founder of The Partners Group

Rod Cruickshank, CEO and President at The Partners Group, said “They are leaving behind a legacy of generous community benevolence, stability, and success. Through the diligent stewardship of these three co-founders, and the resulting double digit growth that continues today, The Partners Group has been able to send them […]

The Partners Group CFO Named “CFO of the Year”

Jake Shafer, CFO at The Partners Group, named Portland Business Journal “CFO of the Year” Honoree

The Partners Group Chief Financial Officer, Jake Shafer, has been named one of three CFOs in the medium company category that has been recognized by the Portland Business Journal as their “CFO of the Year” for 2016.

Jake Shafer, CFO at The Partners Group

Picture 1 of 4

Jake Shafer, CFO at The Partners Group, with the 2016 CFO of the Year honoree plaque.

The Portland Business Journal’s “CFO of the Year” award lists three CFOs in small, medium, and large company categories. The award also recognizes three CFOs in the nonprofit and public company categories. The “CFO of the Year” award […]

The Partners Group Announces Promotions in their Retirement Plan Services Department

Pictured Left to Right: Nicole Pond, Emily Roselle, Adriana Roman Pictured Left to Right: Nicole Pond, Emily Roselle, Adriana Roman

The Partners Group, a leading Northwest based financial and insurance consulting firm, announces promotions in their Retirement Plan Services Department. Nicole M. Pond, CBFA®, has been promoted to Managing Consultant and Partner. Emily Roselle, CRPS®, has been promoted to Account Manager, and Adriana Roman was promoted to Administrative Coordinator to assist the retirement team.

Pond is an experienced professional with over 10 years of financial service experience, adding valuable perspective to […]

Join Our Email List

Gain access to a wealth of information including helpful tips and cutting-edge ideas from industry leading experts.

Upcoming Events

Check out our Seminar Series

Recent Articles


11740 SW 68th Parkway, Suite 200
Portland, OR 97223
Phone: 503.241.9550
Toll Free: 800.434.4662

11225 SE 6th St., Suite 110
Bellevue, WA 98004
Phone: 425.455.5640
Toll Free: 877.455.5640

Lake Oswego
5 Centerpointe, Suite 500
Lake Oswego, OR 97035
Phone: 503.241.9550
Toll Free: 800.434.4662

730 SW Bonnett Way, Suite 3000
Bend, OR 97702
Phone: 458.206.2000
Toll Free: 800.434.4662

P.O. Box 4783
Bozeman, MT 59772
Phone: 406.539.5919
Toll Free: 800.434.4662

General - next