Portland, OR

Financial Advisors in Portland, Oregon

Find a trusted financial advisor in Portland, Oregon. At Asset Preservation Wealth & Tax, we specialize in delivering tailored financial planning solutions. We customize them to align with your unique life goals.

We know how hard you work for your money. It’s time to let your money do some of the heavy lifting.

As fiduciaries, we commit to prioritizing your interests, ensuring peace of mind as you navigate your financial journey. It doesn’t matter if you want to plan for retirement, manage wealth, or secure your family’s future. Our holistic approach considers your tax situation and financial objectives to devise a plan that’s exclusively yours.
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Long-term Financial Planning in Portland

Your financial future shouldn’t be under a cloud of doubt. Our financial advisors in Portland, Oregon are here to take the burden off your shoulders. If you're transitioning employment or facing corporate downsizing, our pension rollover services make sure your retirement funds continue to work for you without missing a beat.

Our services extend beyond basic financial advice to include specialized long-term planning. We know how important it is for you to build wealth for a stable retirement. Whether you want to travel the world or enjoy your hobbies at home, we can establish a retirement plan for you.

This could mean having a pension rollover, getting a Roth IRA or getting supplemental income with an annuity. We tailor our services to you.

Do you have children and grandchildren? You may also want to preserve a legacy for them. We also help with estate planning lawyers in Portland. You can have peace of mind knowing that your assets will be managed and distributed per your wishes when you pass.

Comprehensive Wealth Management in Portland

Our financial advisors in Portland, Oregon believe in a team approach. Working alongside tax professionals, accountants, and estate planning lawyers in Portland, we provide expert advice that encompasses all facets of your finances.

Our fiduciary status ensures our advice is unbiased and solely in your best interest. This means we don’t have conflicts of interest. We can tailor investment strategies to reflect your risk tolerance and financial goals. Our financial planners in Portland, OR create detailed roadmaps to guide your spending, savings, and investment decisions.

This big picture management of your financial assets maximizes growth. We cover tax planning and preparation, financial planning, estate planning, retirement planning, and wealth management in Portland.

Personalized Financial Planning in Portland

Understanding that each client’s financial situation and goals are unique, we pride ourselves on delivering truly personalized service. Our financial planners in Portland take the time to understand your individual needs and aspirations.

We use this deep insight to craft customized financial plans aligning with your lifestyle and long-term objectives. From navigating complex financial landscapes to adjusting plans as your life evolves, our team is here to support you every step of the way. We want you to feel empowered by your financial decisions. Work with one of our financial advisors in Portland, Oregon to see how we can help you.
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Call us to find out more information about how we can help you. For general inquiries, click here.

(503) 500-5566

Our Other Locations

Corporate Headquarters

Give us a call or join us in person at our corporate headquarters in Surprise, AZ.

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Scottsdale Office

Call us during office hours or schedule an in-person appointment at our offices in Scottsdale, AZ.

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Phoenix Office

Call us during office hours or schedule an in-person appointment at our offices in Phoenix, AZ.

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Las Vegas Office

Give us a call or join us in person at our Henderson, NV office.

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You spent all your working years accumulating this wealth. Now it’s the time to make the most of it.