Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Scarlett-Roehr-Garcia Team

5 Centerpointe Drive, Ste. 270

Lake Oswego,

OR

97035

scarlettroehrgarcia-info@wealthenhancement.com

See other locations

Meet with us

About the Scarlett-Roehr-Garcia Team

With decades of experience, the Scarlett Roehr Garcia Team is an independent advising team that’s devoted to making decisions in your best interest. Our knowledgeable approach to portfolio management is crucial to the rigorous nature of our investment process. From managing volatility and risk to optimizing for tax efficiency, the Scarlett Roehr Garcia Team crafts portfolios to help you toward your goals. 

At the Scarlett Roehr Garcia Team, the beginning, middle, and end of our process revolves around the “I” and the “why” of each individual client. Client values and priorities underscore every aspect of what we do. Reach out today to schedule a complimentary introductory meeting. 

SCHWAB ALLIANCE BLACK DIAMOND

Wealth Enhancement Group Welcomes Northwest Investment Counselors LLC

By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.

Advisory Team

005UT000004R4ObYAK

Mark Scarlett

CFA®

Senior Vice President, Financial Advisor

Lake Oswego, OR

005UT000004R5anYAC

Matthew Roehr

CFA®

Senior Vice President, Financial Advisor

Lake Oswego, OR

005UT000004R6bhYAC

Michelle Garcia

Senior Vice President, Financial Advisor

Lake Oswego, OR

005UT000004R7kfYAC

Alex Dolle

CFA®

Vice President, Financial Advisor

Lake Oswego, OR

005UT000004R3M8YAK

EJ Cortez

CFP®

Financial Advisor

Lake Oswego, OR

Resources from our team

Newsroom

Wealth Enhancement Announces Acquisition of Northwest Investment Counselors, LLC., an Independent RIA with Over $673 Million in Client Assets

Wealth Enhancement, a national independent wealth management firm with over $102.1 billion in client assets, has announced the acquisition of Northwest Investment Counselors, an independent RIA in Lake Oswego, Oregon. The team of five advisors and three support staff oversees more than $673 million in client assets and is led by Mark Scarlett, CFA®, Principal, Portfolio Manager, Matthew Roehr, CFA®, Principal, Portfolio Manager, and Michelle Castano Garcia, Principal, Wealth Manager.
Mark Scarlett CFA®

Team locations

Lake Oswego, OR
5 Centerpointe Drive, Ste. 270, Lake Oswego, Oregon, 97035
(503) 906-9624
details

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.