Providing Financial Security to Our Southern Oregon Community for more than 20 Years

Just as Table Rock stands as a steadfast landmark in our community, we aim to be a reliable pillar in your financial life. Whether you're building wealth, making strategic investments, planning for retirement, or preserving your legacy, we're here to provide personalized guidance and support. Our deep connection to the Southern Oregon community fuels our passion for guiding our clients To and Through every step of their financial path.

We know financial success doesn't happen by chance. Transforming aspirations into reality takes acumen, hard work, discipline, and strategic financial planning. Our commitment is to help you navigate the twists and turns of your financial journey, ensuring you remain on a steady course toward your goals.

Join us at Table Rock Wealth Management, where we blend local wisdom with expert financial strategies to help you thrive. We’ll help you navigate from one financial milestone to the next, ensuring your financial future is as solid and enduring as Table Rock itself.

Ben & his family

Who we work with

Our team welcomes many types of clients but specializes in working with the following groups.

Local Business Owners

As a local business in the Medford community ourselves, our team enjoys helping other small business plan To and Trough  the next generation. Providing tax efficient options for key employees, 401(k)plans, deferred compensation, group disability, and non-qualified employee benefits.

General Managers and Executives at Lithia Motors

Our team specializes in providing unique planning and investment strategies specifically for GMs and Executives at Lithia Motors. We can help navigate corporate benefits, deferred compensation, and other aspects of your company plans.

The Medical Community

We proudly work with medical professionals at Asante, Providence, and specialty clinics .Helping them with retirement planning, risk management, debt repayment strategies, investment strategies, and more.

Schedule a meeting with our team to learn more and get started on your financial journey today.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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