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Your Trust. Our
Financial Expertise.

We believe in challenging the financial norm. That happiness is not synonymous with the money we have. We shoot to create a comprehensive plan that bridges your relationship with money and values.

lifelong

wealth management portland oregon

The moment we define ourselves and values by the size of our bank accounts is when we start to describe ourselves by the shadows that walk behind us. All too often we work all our lives in hopes to one day live our dreams, only to realize that we spent most of our lives not knowing what our dreams are.

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Understanding It. Committing To It. And Living It.

When I was 6, I asked my grandmother, "Why can't everyone be happy in life". She politely told me that it is because not everyone knows what makes them happy. Our focus should be into the endeavors of the heart.

We want to understand your, "why", before developing a comprehensive financial strategy that meets your particular needs.

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Retirement Planning - Financial Planning - Wealth Management

Complete the form below to get started. Or, call to schedule at (503) 747-6534.

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    financial strategies

    "Happiness doesn't result from what we get, but from what we give". - Ben Carson

    Your financial plans should be designed and benchmarked to what you envision as your ultimate life wishes. If it's retirement, then let us help you create the vision of what that looks like in your later years. If it's your children's success, then there needs to be an educational process. And if it's trying to leave a mark in life, then let us help you shape it. Regardless, your financial plan isn't about creating wealth. It is about making your wealth meaningful.

    portfolio management

    We help to develop a financial process and plan that would fit into your particular goals and process. Our focus is on the results of your financial plan that is mapped against your personal goals.

    the retirement

    Life's future eventually becomes our history. Our ability to shape that future is something that needs methodical planning and implementation that happens today.

    estate planning

    Proper estate planning allows for continuity of one's income and lifestyle while transferring wealth to the people/organizations that matters to you.

    insurance planning

    Life insurance may be one of the financial items that most people don't want to think about. Take steps into safeguarding your financial security for your family.

    college savings

    Our goals as parents is to set our children up for success. All too often we are focused on giving our children the best education. Yet, we forget that there are other stepping stones to help them achieve long term financial success.

    tax center

    Maximizing return goes beyond just investments. It also includes minimizing any tax consequences.

    business finance

    We understand that while every business is different, today's entrepreneurs commonly face issues pertaining to high income, taxation, lack of exit strategies, mergers and acquisitions, business growth, credit crunches, cash flow deficit, etc.

    mortgages

    We fit the proper mortgage strategy into a client's overall financial strategy. We understand that not everyone fits into that special box.

    make better decisions

    Lifelong Wealth Management provides financial planning and investment advisory services nationwide from their independent headquarters in Portland, Oregon. Wealth management Portland Oregon plays an important role in creating an efficient use of your finances. Our wealth management company Portland Oregon will help with your wealth management Portland Oregon needs. For your wealth management Portland Oregon needs, please request a free consultation.

    frequently asked questions

    “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.

    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