Our History

Based in Eugene, Oregon, and serving clients nationwide, we have built a 40+ year legacy of trust with our clients and their families.

44 Wealth Management is a privately-held investment firm rooted in our decades-long commitment to putting our client’s best interest first, always.

As a registered investment advisor, 44 Wealth is independent of huge corporate ownership and free to put you, our clients, as our first priority.

Most of our clients have two simple goals: they want their assets to outlive them, and they don’t want to worry.

Blaine Werner

44 Wealth At A Glance

  • Privately-held, fee-only, fiduciary advisor
  • Combined industry experience of 60+ years; established in 2020 as an independent Registered Investment Advisor.
  • Focused on personal, tailored financial strategies and advice—we do this by listening, learning, and building trusted client relationships. We collaborate with you to produce a tactical and strategic approach to reaching your financial goals.
  • Partnered with tru Independence, LLC for comprehensive industry-leading technology solutions and compliance oversight to best serve you, our clients.
  • Partnered with Fidelity (a family-managed, privately held company with over 70 years of experience and assets under administration of over $8 trillion) as our custodian for financial holdings, FDIC protections, and investment insurances, for your peace of mind.
  • Ranked by Barron’s as one of the Top 1,200 Financial Advisors in 2014, 2015, 2016, and 2017.*
  • Considered “Best-in-State Wealth Advisors” by Forbes in 2018, 2019, and 2020.**

* The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

** The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

Our Group

We succeed only when you do.

Margo Werner

Financial Advisor

Stacy Sizemore IACCP®

Chief Compliance Officer

Holly Matus

Registered Client Associate

Linda Brackett CRPC®

Senior Registered Client Associate

The Chartered Retirement Planning Counselor (CRPC®) is offered by The College for Financial Planning®. For additional information on the CRPC, please visit www.cffpalum.org/.

The Investment Advisors Compliance Professional (IACCP®) is offered by NRS. For additional information on the IACCP®, please visit https://www.nrs-inc.com/education/investment-adviser-certified-compliance-professional/iaccp/.

What You Can Expect From Us

We strive to provide a client experience that does not overlook the small things that make a big difference. From the technology we use to the way we partner with other experts, 44 Wealth Management is committed to you and your best interest.

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Financial Leadership

44 Wealth can act as the leader of your financial team. We will partner with other trusted advisors (accountants, attorneys, etc.), so you have more free time and peace of mind.

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Fiduciary Fee-Only Advice

Simply put, the SEC term Fiduciary means we will always act in the best interest of our clients. We work for and are only paid by our client—we do not take introductory payments from accountants, attorneys, insurance agents, or other third parties.

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Online Reporting

We have invested in the best technology available so you can have 24/7 access to your portfolio dashboard. You can see your allocation, results, transaction history, activity, projected income, and more. There is no need for you to wonder about your portfolio or wait to see your results until your next scheduled check-in—you can see them anytime you want!

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Interactive Planning

With our financial planning technology, you can ask us the “what if” questions—what if you buy that second home or retire earlier than originally planned? We are able to create different projections to include your “what if” scenarios, so you can make informed decisions.

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Collaborative Group

We are a compact and mighty team and your details, big and small, matter to us. That is why we make sure each member of our group is kept current on your goals and unique needs. Through this approach, we are all able to serve you in the best way possible.

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Financial Expertise

With our cumulative 60+ years in the financial industry, and commitment to continuing education, we are your steady and experienced partner that will be with you to navigate market cycles. With eight bear markets and a 2700% increase in the Dow Jones Industrial Average on our resumé, we have seen it all and are ready to help you weather any storm.

Financial Leadership

44 Wealth can serve as the CFO of your family, removing stress by creating a communication bridge between you and everyone on your financial team.

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CPA
Estate Attorney
Insurance Agent

Giving Back

Client Events

44 Wealth believes in the power of giving, through our time, talents, and treasure. We are committed to investing in our local non-profit community and often invite our local clients to participate with us in our philanthropic efforts.

Updates Coming Soon

Want to explore how 44 Wealth could serve as your financial team?

Experience Matters