Scarlett-Roehr-Garcia Team

5 Centerpointe Drive, Ste. 270

Lake Oswego

,

OR

97035

About the Scarlett-Roehr-Garcia Team

With decades of experience, the Scarlett Roehr Garcia Team is an independent advising team that’s devoted to making decisions in your best interest. Our knowledgeable approach to portfolio management is crucial to the rigorous nature of our investment process. From managing volatility and risk to optimizing for tax efficiency, the Scarlett Roehr Garcia Team crafts portfolios to help you toward your goals. 

At the Scarlett Roehr Garcia Team, the beginning, middle, and end of our process revolves around the “I” and the “why” of each individual client. Client values and priorities underscore every aspect of what we do. Reach out today to schedule a complimentary introductory meeting. 

Wealth Enhancement Group Welcomes Northwest Investment Counselors LLC

By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.

Advisory Team

Mark Scarlett

CFA®
Senior Vice President, Financial Advisor

Matthew Roehr

CFA®
Senior Vice President, Financial Advisor

Michelle Castano Garcia

Senior Vice President, Financial Advisor

Client Service Team

Susan Calderon

Senior Client Service Associate

Maria Elena Catala

Senior Client Service Manager

Theresa O'Donnell

Senior Client Service Associate

Quick Takes from the Scarlett-Roehr-Garcia Team

Resources from our team

Topic
PDF
With the interest rate on our Schwab money market fund of choice still over 5% (at the time of this writing) we want to make sure any cash in client accounts that is not currently invested is carrying its weight. 
12/31/2024

Team locations

Lake Oswego, OR
5 Centerpointe Drive, Ste. 270, Lake Oswego, Oregon, 97035

Current Clients

Contact this team via email or phone at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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