OUR WHY Understanding it.
Committing to it.
And living it.

The moment we define ourselves and values by the size of our bank accounts is when we start to describe ourselves by the shadows that walk behind us. All too often we work all our lives in hopes to one day live our dreams, only to realize that we spent most of our lives not knowing what our dreams are.

We are a financial wealth management company that offers a unique approach to developing a comprehensive financial plan that fits your unique situation. We want to understand your, “why”, before developing a comprehensive financial strategy that meets your particular needs.

Wealth Management, Portland Oregon

your needs

“Happiness doesn’t result from what we get, but from what we give”. – Ben Carson

What we give does not only mean an altruistic behavior for others. It can also come in the form of what we give ourselves by committing to disciplines that help us grow and meet our life goal. There is no magic formula for personal financial success. It entails financial discipline in diversification, process, and hard work. But above all, it needs to have a goal in mind. Below are some of the major aspects that fit into the puzzle of your personal finance. Let us help you create that financial plan that meets your goals.


Differences between Wealth Managers and Financial Advisors in Portland Oregon

“If you are a hammer, everything is a nail”

Lifelong Wealth Management is a registered investment advisory and wealth management firm based out of the Portland, Oregon.

You may be wondering what exactly is a wealth manager, and what makes them different from the more common term you probably hear, “financial advisor”.

Often times, individuals and couples typically use the terms wealth managers, wealth management, financial management, and financial advisors interchangeably. However, there are subtle differences between all groups.

Typical financial advisors/brokers focus more on commission-based products and services. Wealth managers takes your overall long/intermediate/short term financial goals, and deliver a comprehensive financial strategy. Wealth management is a profession that combines knowledge, skills, experience, and TRUST.

Being wealth management company in Portland, Oregon, we believe that it is important for individuals to understand the key differences in picking a financial advisor or wealth manager in Portland, Oregon.

Please do not hesitate to reach out to us, and come into our Portland, Oregon office for a complimentary financial review. Whether you are seeking a financial advisor or a wealth manager, Lifelong Wealth Management is here to help make that process a lot easier.