
David Wesonga DavidW@BarrettFinancial.com
Retirement Mortgage Specialist / Housing Wealth Strategist
NMLS #112088
(503) 780-7527Your home may be more than a place to live. It may be one of your most powerful retirement assets. At Strategic Housing Wealth, we help homeowners explore ways to turn home equity into income - Strategically.
At Strategic Housing Wealth, I help homeowners understand how home equity may be strategically incorporated into retirement planning.
That may include creating greater retirement cash-flow flexibility, establishing additional liquidity, helping fund in-home care, supporting aging in place, protecting retirement investments, purchasing a more appropriate retirement home, or reducing financial pressure on adult children.
Based in Lake Oswego, Oregon and serving the Portland Metro Area, as well as eligible homeowners throughout Oregon, Washington, California and Texas.
I’m David Wesonga, Retirement (HECM) Mortgage Specialist with Barrett Financial Group.
I proudly serve homeowners age 55 and better who want to position themselves more securely and powerfully for retirement by leveraging Retirement (HECM) Mortgage strategies.
A properly structured HECM allows you to:
Important Advantage:
Your HECM line of credit cannot be capped, frozen, or closed, and it continues to grow—even in down markets.
My Purpose and Commitment
I specialize in Retirement (HECM) mortgages to expand the options available to clients as they approach retirement. My goal is to help you maximize all assets at your disposal, especially the one most people overlook—your home equity.
I am deeply passionate about teaching clients how to transform home equity into a high-performing income generator that strengthens portfolios, reduces financial stress, and can help people retire earlier with more security and confidence.
A Powerful Tool for Aging in Place & Long-Term Planning
The growing, compounding HECM line of credit has become one of the most effective financial tools available to older homeowners who wish to stay in their homes safely and comfortably.
Clients have used their HECM benefits to:
It’s all made possible by the safest, most secure lending instrument you can take out in retirement or pre-retirement.
Your Needs Come First
I recognize that I am in the business of customer service—and my customers are my top priority.
My commitment is to:
I look forward to the opportunity to work for you and to help you build the retirement you’ve worked so hard for.

This material is not provided by, nor was it approved by the Department of Housing & Urban Development (HUD) or by the Federal Housing Administration (FHA). It is not intended to be a substitute for legal, tax or financial advice. Consult with a qualified attorney, accountant or financial advisor for additional legal or tax advice.
*There are some circumstances that will cause the loan to mature and the balance to become due and payable. The borrower(s) must continue to pay for property taxes and insurance and maintain the property to meet HUD standards or risk default. Credit is subject to age, minimum income guidelines, credit history, and property qualifications. Program rates, fees, terms and conditions are not available in all states and subject to change.
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The content provided within this website is presented for information purposes only. This is not a commitment to lend or extend credit. Information and/or dates are subject to change without notice. All loans are subject to credit approval. Other restrictions may apply. Mortgage loans arranged through third party providers.
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