Familiar names launch Portland wealth management firm

  • 0
  • August 07, 2015

by Matthew Kish

Original article at Portland Business Journal

John Noble and Omar Marquez have teamed up to launch Valda Partners, a Portland wealth management firm and registered investment adviser.

Noble is known for his work building wealth management divisions at Paulson Investment Co. and Umpqua Holdings Corp.

Valda Partners was established in partnership with the law firm Slinde Nelson Stanford in order to provide legal as well as financial services.
“We realized the need many of our clients have for a comprehensive program designed to address all the issues impacting their financial futures, which the wirehouses haven’t been able to provide to date,” Marquez said in a news release.

“By integrating access to legal counsel from one of the most forward thinking law firms in the area into our standard fee-based services, clients are benefiting from a holistic approach to wealth management.”

Noble wasn’t aware of any wealth management firm with a similar partnership with a law firm.

“We’re much more than a typical wealth manager, as individuals, families and local businesses enjoy decades of combined experience in providing sound financial and legal guidance,” he said in a news release.

The firm launched with the help of Tru Independence, which provides back office support for advisers who launch independent firms.

Valda Partners is located in U.S. Bancorp Tower.

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