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  • 503-253-1319

555 SE 99th Avenue, Suite 103-A

Portland, Oregon 97216

800-749-5022

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What Is Wealth Management

Wealth Management is an all-inclusive set of strategies that aims to grow, manage, preserve, and distribute assets in a planned and integrated manner. Our firm is dedicated to providing insight into the concepts of wealth management and describing how we are able to craft and implement a comprehensive wealth management plan personalized for you.

Really knowing and understanding our client is paramount to offering sound advice. Our financial services include comprehensive or specific financial planning, portfolio review, risk tolerance analysis, transitional custodial services, full-service investment management and more. Some brokers and financial advisors are under tremendous pressure by their firms to "perform" and generate revenue selling products and/or services for their firm. As an independent investment services firm, our goal is to put our clients' best interests first.