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FAQs

Live a life full of humility, gratitude, intellectual curiosity, and never stop learning. – Gza

Lifelong Wealth Management Group.

Your Questions Answered


We are always happy to help, if you can’t find the information you are looking for please don’t hesitate to reach out to us!

“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.

Our company is different because we seek to understand your “why.” In other words, we want to understand what exactly it is you want to achieve in life and make it possible. We strive to make our client to wealth manager relationships as vibrant, trustworthy, and have them last a lifetime.

Speak with your employer or HR group. Ask them if they would be interested in a free presentation to discuss opportunities that might help further employee satisfaction. More importantly, to find how they can maximize returns and minimize expenses on their current 401(k) plan.

Reach out to us here. A mutual respect and understanding between an advisor and client has to be established.

With any big decision, there needs to be a discovery phase. I.e. meeting to talk about your needs, risks, and tolerance. Most importantly, we want to discuss what you are looking to achieve. We offer a complimentary financial review here at Lifelong Wealth Management.

A financial planner and advisor is an individual that helps navigate you through the choppy waters of finances. Not all advisors are the same. You need to find one that you can trust. More importantly, you need to find one that is aligned with your goals, needs, and vision. It is their job to get you to that place.

There are different processes and philosophies that every manager/planner have. Ultimately, your expectations should be a sound financial strategy that would fit within your comfort and discipline. Not everyone saves or spends the same way. The advisor/planner needs to identify what your particular needs are and create a holistic plan that meets those goals.

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