We understand the daunting task of interviewing and finding a financial advisor that you can trust. As you may have already researched, there seem to be a plethora of financial advisors and wealth management companies in Lake Oswego, Oregon. So, how do you choose the right wealth management firm or financial advisor in Lake Oswego, Oregon?
Three simple things. Trust. Experience. And Understanding.
With over 20 years of experience, Lifelong Wealth Managements’ financial advisors focus on developing a financial strategy that meets “your” financial goals and priorities. What differentiates us from other financial advisors and wealth managers in Lake Oswego? We shift the focus to your personal, “why”. And lastly, we understand that everyone has their own personal dreams and lifestyle. We create a customized financial plan that fits your goals and dreams to your personal lifestyle.
As you might know, the right wealth management company and financial advisor is one that will be there for the long haul. We built Lifelong Wealth Management with the understanding that we want to build a lifelong relationship with our clients. More importantly, we believe that our finances are a measure of what we value the most in life. By shifting our focus to our goals and priorities, we begin to start to see these things manifest.
The most important thing in finding the right wealth management firm in lake Oswego, is having someone that is compatible with you. We hope you can give us the opportunity to offer a complimentary financial review.
Our wealth management office is conveniently located in Lake Oswego off Highway 5 and 217.