Case Studies

Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family. - Kofi Annan

Home » About Us » Case Studies

Make Better Financial Decisions.

Lifelong Wealth Management provides financial planning and investment advisory services nationwide from their independent headquarters in Portland, Oregon.

request a free consultation

Or Call (503) 747-6534

ABOUT LIFELONG WEALTH MANAGEMENT

A Lake Oswego Portland Oregon Financial Wealth Management Company offering 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 Springs Office

777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA 92262

(760) 606-0087 (760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598

Quick Links

info@llwmg.com

Disclaimer

Securities and advisory services offered through Lifelong Wealth Management. Check the background of your financial professional - FINRA's BrokerCheck

This site is published for residents of the United States only. Registered Representatives of Lifelong Wealth Management LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. We are primarily a fee-based advisory services.

We are licensed to sell insurance products in the following states of: Oregon (OR), Washington (WA), California (CA) (CA license number: 0G80574)