Advanced Wealth Management
Building for the Future, Enjoying the Present. We are an independent financial firm that has been helping individuals and organizations define, monitor, and pursue their long-term financial goals since 1989. We work to create a relationship with you that results in effective communication about the issues that are important to you. We understand that no two clients are identical, and so we strive to create solutions designed exclusively for you—not standardized formulas that ignore the unique aspects of your life.
Wealth Management is the umbrella under which all other financial management is executed. It is a life-long process, not a destination, because it is never fully completed. We offer the Wealth Management services shown below. Please click on any topic for more information. For Our Clients We are dedicated to providing quality advice, products, and services. We believe we can do this by working through a process that includes the following: Helping individuals and organizations be clear about financial goals Providing the information people need to make appropriate decisions. This includes helping clients understand their options and educating them about the potential risks and rewards of their choices. Offering only investment and insurance products that are a) competitive compared with similar products, and b) appropriate for client objectives Monitoring clients' choices, objectives, and assets, and making adjustments, when appropriate, in products and strategies For Our Staff We are dedicated to providing a career opportunity that is challenging, enjoyable and rewarding. We believe we can do this by: Working only with clients who benefit from and appreciate our relationship with them Offering excellent working conditions Providing ongoing professional and personal opportunities for development while recognizing the importance of family and personal health Affiliating only with ethical, competent advisors and firms in other professions For Professionals With Whom We Share Clients We are dedicated to providing timely and accurate assistance when needed to maintain effective communication about client matters of overlapping interest and to work together as part of a team in the client's best interest.
Address: 10220 SW Greenburg Road, Two Lincoln, Suite 210, Portland, OR 97223, USA
Phone: +1 503 452 9300
FAX: +1 503 452 7820
