About Us

When the Why is clear, then the How is easy. - Anonymous

When I was 6 years old, I asked my grandmother, “Why can’t everyone be happy in life?”. She politely told me it is because not everyone knows what makes them happy.

Our focus is helping you find your happy. Your financial plans should be designed and benchmarked for what you envision as your ultimate life wish. Whether it is retirement, a dream home, financial independence, or planning for your children’s future, we can help you create your financial version of happy. Even if your ultimate goal is to leave a mark in life, we can help you shape it.

Your financial plan isn’t about creating wealth. It is about making your wealth meaningful.


Click here to view Lifelong Wealth Management Group PDF

About Our Lake Oswego Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035

(503) 747-6534

(503) 214-6534

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262

(760) 606-0087

(760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598