FINANCIAL PLANNING | WEALTH MANAGEMENT | BEND, OR
Why Choose 2260 West?
We LOVE Financial Planning!
Why Choose 2260 West, LLC?
2260 West, LLC was founded as a sister firm to Patrick Casey & Co. LLP, a CPA firm located in Bend, Oregon.
Talking about money can be challenging. We bridge the gap and make it fun. A genuine passion for finance and helping people understand finance drives us. We work with various members of your professional team.
Our clients are our top priority. We are a fee-based only firm and do not accept fees for selling products. Quite simply, we put your best interests ahead of ours.
We use cutting-edge technology to provide our clients with a real-time, interactive experience. We have a history of compliance and adhere to the highest professional standards.
Helping You Reach Your Wealth Management Goals
We have both wealth management expertise and tax expertise to support your wealth management needs. Your CPA and wealth manager work hand in hand to support you on your financial life journey.
Our team is qualified, experienced, and professional. We have multiple CFP®s and CPAs on staff and utilize cutting-edge technology to streamline client services. Our background in tax gives us an upper hand in the financial planning sector.
We are problem solvers and are used to dealing with various client issues. Above all else, our professionals are courteous and able to decipher complex issues and goals.