Our wealth managers and financial planners in Beaverton deliver personalized wealth management and financial advisory support, aiming to achieve your financial objectives. With experienced wealth advisors committed to optimizing your finances and safeguarding your future, Lifelong Wealth Management advocates for a personalized method of financial planning. We provide a diverse range of services customized to meet your individual requirements.


At Lifelong Wealth Management, our dedicated team comprises seasoned wealth managers in Portland, Oregon who specialize in financial planning and wealth management. Armed with our extensive experience and specialized expertise, we are well-equipped to guide you confidently toward your financial objectives. Our comprehensive services span various solutions, such as investment management, retirement planning, and tax efficiency, providing extensive support for your financial well-being. Transparency and confidence serve as the bedrock of our client relationships. With Lifelong Wealth Management, you can be assured that your financial future is in capable hands.

Analyze the features of our wealth management offerings delivered by our skilled financial planners in Beaverton.

As financial planners in Portland, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.
5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035
777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262