“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.