Products & Services

Products & Services 2018-01-28T08:09:21+00:00

Financial planning is about more than money. It’s about what it can do for you, your family and your future. Instead of buying and selling to satisfy quotas or push the financial product of the week, our team is independent and focused on creating integrated, holistic strategies to maximize performance and further your life plan. Our compensation structure is either fee- or commission-based, and our advice is unbiased, with only your best interests in mind.

Our advisory team has deep experience in:

  • Cash and investment management
  • Asset allocation
  • Tax strategies
  • Insurance
  • Estate planning
  • Business succession



Our policy? Finding a policy that fits you. Your needs. Your life. Together, we look at the options, examine the choices, see the implications of each product within the big picture of your plans. Then we collaborate to determine what protects you the most today and in the long run. Our insurance expertise includes:

  • Life insurance
  • Disability
  • Long-term care
  • Home
  • Automobiles and motorcycles
  • Watercraft and RVs
  • Personal umbrella/excess liability
  • Fine arts and jewelry
  • Medical and dental
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General - next

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.