Ashland, Oregon
Purposeful Wealth. Your Personal Legacy. Our Expertise!
542 Washington St., Suite 104 541-201-8988
Local Roots - Multi-State Reach
Personal Advice, Wherever Life Takes You.
Licensed in Multiple States
Most of our clients live in Oregon, while established virtual relationships allow us to serve clients across 13 additional states.
A Welcome From Todd
Clarity for life's biggest financial transitions
Who We Serve
Specialized guidance for five distict wealth journeys.
Our work is designed for people whose financial decisions involve meaningful assets, multiple professions, important transitions, or a privately held business.
Click on a photo below ↓ to learn more.
Legacy-Focused Families & Individuals
concerned about Investment Strategy, Tax Mitigation, Advanced Financial Planning, Transferring Wealth Wisely, Preparing Heirs, Supporting Family Members, Making a Charitable Impact.
Pre-Retirees & Retirees Aged 50+
concerned about Reliable income, Market Downturns, Tax-Efficient Withdrawal Strategies, Healthcare Costs, Insurance, & Estate Tax Implications.
Practice Professionals & Executives
concerned about Concentrated Stock Positions, Advanced Retirement Planning, Tax Mitigation Strategies.
Business Owners
concerned about Banking, Lending, Business Value Acceleration, & Exit Planning.
Beneficiaries of Sudden Wealth
concerned about Financial Education, Wealth Preservation, Income Generation, Intergenerational Wealth Transfer & Legacy Planning.
Common Situations We Help Navigate
Complex decisions become clearer when the advice connects.
These are the conversations that often bring prospective clients to our office.
Minimizing taxes
Preparing for a business sale within 2 - 3 years
Creating sustainable retirement income
Maximizing charitable impact
Educating and managing the challenges of sudden wealth
Maximizing business value and exit proceeds
Creating a lasting legacy across generations
Preserving wealth
Coordinating tax-efficient wealth strategies
Managing a concentrated stock position
Coordinating trusts, tax and estate strategies
Preparing heirs for inherited wealth
Navigating market uncertainty with confidence
Managing risk and avoiding costly mistakes
Understanding taxes and long-term implications
Creating a financial plan with a purpose
Aligning wealth with family values and vision
Optimizing executive compensations
Tailored Solutions
Helping You Navigate Life's Most Important Financial Decisions.
Whether you're building wealth, preparing for retirement, planning a business transition, reducing taxes, protecting what you've earned, or creating a lasting legacy, our integrated planning approach is designed to help simplify complexity and provide greater confidence in every financial decision.
Click on a photo below ↓ to learn more.
Business Exit Planning
Helping business owners prepare for life's most significant financial transition.
Whether you're planning to sell in 2-years or 10, we help align your emotional, personal financial, & business readiness, tax, & legacy objectives with your business transition - so you're prepared long before the transaction occurs.
Investment Consulting
Helping you invest with purpose and confidence.
We develop personalized investment strategies aligned with your goals, risk tolerance, time horizon, and tax considerations - helping you grow, preserve, & transition wealth through changing market environments.
Advanced Financial Planning
Bringing complex financial decisions together.
As wealth grows, financial decisions become increasingly interconnected. We help coordinate retirement planning, executive compensation, concentrated stock, business interests, estate planning, and family goals into one integrated strategy.
Strategic Tax Planning
Helping you keep more of what you've earned.
Taxes influence nearly every significant financial decision. We identify opportunities to improve tax efficiency across your investments, retirement income, charitable giving, business interests, & estate planning.
Wealth Preservation & Risk Management
Helping safeguard what you've worked so hard to build.
Preserving wealth extends beyond investments. We help identify financial risks, evaluate preservation strategies, & coordinate with your professional team to help preserve your wealth, your family, & your long-term financial confidence.
Banking, Lending & Liquidity
Providing flexibility when opportunities arise.
Whether purchasing a home, financing a business opportunity, or accessing liquidity without disrupting your long-term investment strategy, we can provide access to banking & lending solutions that complement your overall financial plan.
(Banking & lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated w/ Raymond James Financial Services & Raymond James & Associates, Inc.)
Estate, Philanthropy & Legacy
Helping your wealth create lasting impact.
Your legacy is about more than transferring assets. We help coordinate estate, charitable, & family wealth strategies that reflect your values, support future generations, & preserve the impact you want your wealth to have.
Why SilverTree - Ashland
Private wealth and business-owner expertise in one relationship
Todd's 15-years of financial advisory experience and CEPA® knowledge support a coordinated view of the wealth you own personally and the value you have built professionally.
15 YEARS
Experience planning perspective
Advanced planning for affluent families facing tax, estate, retirement and legacy decisions.
LOCAL
Personal Ashland relationship
Advice grounded in attentive service, long-term relationships and Southern Oregon community.
CEPA®
Business-owner perspective
Value growth and exit-readiness guidance connected to the owner's financial freedom.
Team
Coordinated professional advice
Clear collaboration with tax, estate, insurance, banking and transaction professionals.
Our Wealth Management Philosophy
A Comprehensive Strategy for Every Stage of your Financial Journey.
Building meaningful wealth requires more than sound investment decisions. Our Wealth Management Formula integrates investment consulting, strategic tax planning, advanced financial planning, and coordinated advice into one personalized strategy. Whether you're preparing for retirement, growing a business, planning your legacy, or navigating a significant life transition, this comprehensive approach helps simplify complexity and provides greater confidence in the financial decisions that matter most.
By bringing these disciplines together under a unified strategy, we help clients make smarter financial decisions, capitalize on opportunities, manage risks, and create a lasting legacy for the people and causes they care about most.
Recognized for excellence
Trusted by Clients.
Recognized by Our Profession.
We believe recognition is most meaningful when it reflects a commitment to serving clients with integrity, thoughtful planning, and personalized advice. We're honored that this commitment has also been recognized within the Raymond James Financial Services (RJFS) - Independent Contractors Division (ICD) community.
- In 2025, SilverTree Wealth Partners was honored with RJFS-ICD Director's Council recognition as the 7th most productive branch nationwide.
- In 2024, SilverTree Wealth Partners was honored with RJFS-ICD Branch Leaders Council recognition as the 16th most productive branch nationwide.
- In 2023, SilverTree Wealth Partners was honored with RJFS-ICD Branch Leaders Council recognition as the 38th most productive branch nationwide.
These recognitions are based on production & performance among all Raymond James Financial Services advisors nationwide. While awards are appreciated, our greatest measure of success remains the trust our clients place in us and the lasting relationships we have the privilege to build. Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, & is not indicative of an advisor's future performance. No fee is paid in exchange for this award / rating.
The SilverTree Difference
The Strength of a Collaborative Team.
The Confidence of Personalized Advice.
Every financial journey is unique. That's why our advisors combine diverse experience and specialized knowledge to deliver thoughtful guidance tailored to your goals. When you work with SilverTree Wealth Partners, you benefit from the collective insight of a collaborative team committed to helping you preserve, grow, and transfer wealth with confidence.
Guides for More Confident Financial Decisions
Helping You Make Smarter Financial Decisions
Our complimentary guides are designed to help affluent families, retirees, executives, and business owners better understand important financial planning opportunities. Explore practical insights on strategic tax planning, business-owner exit planning, and estate and legacy planning—so you can make informed decisions with greater confidence.
Contact the branch
What important decision is ahead for you?
Tell us what decision is ahead. Our team will follow up to determine whether SilverTree may be a good fit.
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Local, personal guidance
No account info required
Educational first conversation
Every investor's situation is unique and you should consider your investment goals, risk tolerance, and time horizon before making any investment.
Every investor's situation is unique & you should consider your investment goals, risk tolerance, and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision & does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk & you may incur a profit or loss regardless of strategy selected, including diversification & asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James & its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Bank & Lending solutions are offered thru Raymond James Bank, member FDIC, an affiliate of Raymond James & Associates, Inc., Raymond James Financial Services, Inc., & your Raymond James Financial Advisor do not solicit or offer residential mortgage products & are unable to accept any residential mortgage loan applications or offer or negotiate terms of any such loan. You will be put into contact with Raymond James Bank, member FDIC, for your residential mortgage needs.