David Gratke Wealth Advisors, LLC


DIRECT-PORTLAND: 503.972.8987 \| DIRECT-BEND: 541.306.3579 \| TOLL-FREE: 888.970.8987 \| FAX: 888.414.8957

888.970.8987

SIMPLIFIED 401(K)

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PERSONAL

DIRECT-PORTLAND:
503.972.8987
DIRECT-BEND:
541.306.3579
TOLL-FREE:
888.970.8987
FAX: 888.414.8957
EMAIL

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Meaningful work

David Gratke, founder of David Gratke Wealth Advisors (DGWA) provides the modern-day equivalent of the trusted and customized financial-service relationships of decades ago - the Family Office. Dave graduated from the University of Oregon with a B.S. in finance. Beginning in 1986, he was employed by some of the financial industry's giants. He later broke away to create his own firm to coordinate the overall wealth management of his clients. DGIA‘s main office is located at 10167 SW Morrison Street, Portland, OR 97225.

Contact David Gratke now to review your plan

Mission: Turn temporary prosperity into lasting wealth.

Specialty: Comprehensive wealth management solutions for successful self-made entrepreneurs and their families through one-on-one service, financial counseling, and financial team development.

Philosophy: David Gratke grew up in a prominent banking family and saw the industry change over time. It has become more impersonal and product-oriented. David created his financial consultant business to provide the modern-day equivalent of the trusted personal financial-service relationship of decades ago. Why have a financial team?

As an Oregon native - a skier, a cyclist, and a mountaineer and surfer. David's firm belief that balance in life is important in order reach your personal financial summit. Away from the office, Dave can be found in the great outdoors pursuing his own summit.

Affiliations, Past or Present:

University of Oregon Alumni Association - Board of Directors
Chi Psi Alumni Corporation
Parry Center for Children
- Fund raising efforts
Multnomah Athletic Club - Portland, OR
- Chair of the Athletic Committee
Oregon Based Chalkboard Project
Children's Diabetes Seminars and Support Network

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of: California (CA), Georgia (GA), Oregon (OR), Washington (WA).
We are licensed to sell insurance products in the following states of: California (CA), Oregon (OR), Washington (WA). Securities and Advisory Services Offered through KMS Financial Services, Inc.