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Wealth Designed. Life Defined.

The process our financial advisors in Portland use for uncovering your true wealth is thorough, precise, and personalized. We call it the “Wealth Designed. Life Defined.” approach – to help you reach a higher purpose for your wealth.

Our team of financial advisors proudly serves Portland and the surrounding areas with easy to understand financial advice.

Our financial advisors offer portfolio management, financial planning, risk management (long-term care, life insurance, disability insurance), estate planning, and tax planning.

OUR FOCUS IS TO HELP YOUR WEALTH REACH A HIGHER PURPOSE

Wealth
Management

Retirement Income Planning

Trust Services

Resources

The Sustainable Edge

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy:

Amazon Barnes & Noble

Cross-Generational Financial Planning Guide

Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financial preparedness of their Millennial children, fearing they may lack the wherewithal to deal responsibly with a sudden influx of wealth.
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The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.
Download Guide

HOW FAR ARE YOU From Being Ready for Retirement?

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Our Advisors

Eric Wishan

M.A.

Managing Director, Partner & Wealth Advisor

Alexander Reed

CFP® ChFC®

Wealth Advisor

Meet Our Whole Team

Primary Service Areas:
We are proud to serve Portland and the surrounding area, including Aloha, Beaverton, Clackamas, Gresham, Hillsboro, Lake Oswego, Milwaukie, Oregon City, Tigard, Wilsonville, Canby, Tualatin, King City, West Linn, Happy Valley, and more.