Skip to content
Collective Wealth Planning
Financial Planning and Wealth Management for Oregon PERS Members & Retirees
Collective Wealth PlanningCollective Wealth Planning
  • Home
  • Who We Serve
    • Oregon Public Employees
    • Retirees
  • How We Do It
    • Project-Based Financial Planning
    • Ongoing Wealth Management
  • About
    • Our Team
    • Blog & News
    • Upcoming Events
    • FAQ
    • Disclosures
Get Started
  • Home
  • Who We Are
    • Oregon Public Employees
    • Retirees
  • How We Do It
    • Project-Based Financial Planning
    • Ongoing Wealth Management
  • About
    • Our Team
    • Blog
    • Events
    • FAQ
  • Get Started

Daily Archives: January 1, 2023

January 2023 Message – Happy New Year and Welcome

News, VlogsBy Brenna BaucumJanuary 1, 2023

Happy New Year! We’re excited to welcome you to the official launch of Collective Wealth Planning. Listen to founder Brenna Baucum as she shares the why behind her decision to start the practice.

Collective Wealth Planning

© Collective Wealth Planning 2025

Collective Wealth Planning, LLC is a licensed investment adviser in Oregon. The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Go to Top