Who We Are
Interactive Wealth Advisors is a Registered Investment Advisor and financial planning firm based in Portland, Oregon, serving the local community and clients nationwide.
We specialize in providing objective, fee-only advice, and portfolio management to help our clients nearing retirement build, manage, and protect their wealth throughout retirement.
Our clients are busy professionals and executives approaching retirement who work in demanding high-tech industries like semiconductors, manufacturing and information technology. Their days are consumed with running their business, managing staff and serving clients. In their spare time, they enjoy traveling with friends and family, embracing the great outdoors, working on fun projects and celebrating life’s moments.
How Can We Help?
Investment management
Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.
Tax Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
Wealth management
At Interactive Wealth Advisors, we’ll help you build a secure future. From investment advice, pension planning, and estate planning, to tax planning and wealth management in Portland, Oregon, we can help you achieve your financial goals.
Fiduciary Planning
Experience a new level of financial clarity with our transparent and trustworthy fiduciary advisory service in Portland, Oregon. Discover personalized financial strategies tailored to your unique needs today.
Estate Planning
At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.
Charitable Planning
Our Oregon tax consultants at Interactive Wealth Advisors provide charitable planning services to our clients — we are attentive and proactive in offering technical tax compliance advice to help them achieve their ultimate philanthropic goals.
We are not like the other guys
If you’re the type of person that wants to be 120% confident that you’re getting the best, conflict-free advice possible, then you’re going to love us. We built our business around our clients’ needs and what’s best for them NOT what’s the best way to sell you more stuff, so we can high-five each other on fat commission checks.
We’ve seen how the dark side operates (i.e., non-fiduciary advisors) and even how some bad apples are moving into the Registered Investment Advisors space after getting kicked out of the brokerage world. That’s why we follow the most stringent fee-only business standards of the National Association of Personal Financial Advisors. We don’t pay for referrals from anybody and we’ll never ask you for one. Of course, we will gladly accept your referrals!
We don’t own part of an insurance agency, real estate company, business broker or mortgage company so we can get paid by recommending you buy from them. We aren’t part-owners in a CPA firm or they in us trying to cross sell you stuff. We don’t offer in-house products like limited partnerships or LLC’s that pay us exorbitant performance and management fees. We don’t receive commissions from the sale of any life insurance or annuity product.
We’re not going to recommend our brother-in-law the insurance agent to you (sorry Wayne!) or any other family member or friend. Unfortunately, many RIAs do exactly these things and call themselves ‘fiduciaries’ but have tons of required conflict of interest disclosures. If you want a true fee-only, fiduciary then you’ve come to the right place.
Your Next Adventure
So, how can we help? Let us show you why our PlanCycle90 process separates us from the competition. It’s our proven process that will simplify your life, give you more time for the things you want, and get the results you want faster.
Schedule a consultation today and see how we can take the stress out of transitioning to the retirement you deserve.
Our Clients
Our clients are all different and unique, but they have one thing in common—their lives have gotten too complex and they need a reliable partner to help them manage their wealth. That’s why they choose to work with us. They know our fee-only business model will not only save them time and money, but more importantly, give them greater peace of mind.
Their lives will get organized, simplified and their vision will become a reality sooner. They’ll have a trusted partner to filter out the noise and help them solve the complex problems they’re facing, from investment management and insurance to retirement planning and taxes.
Financial decisions can get complex when there are a lot of factors influencing them. Is this a good investment? What are the tax implications if I move forward? What am I missing here? Are they just trying to sell me something? Our decisions have the power to change our lives for the better and for the worse. That’s why our clients know it’s important to have someone who’s been there and helped others like them successfully navigate complex issues.
Partners for Life
As your partner, we want you to be able to relax and enjoy your free time, while we do the heavy lifting. But first, we need to know about you and your current reality. What’s important to you and what are the challenges you’re facing? We’ll help you create a vision of your ideal future and then lay out the steps on how we’ll get you there.
However, every journey has obstacles. We’ll be there to help you overcome these obstacles and adjust as needed. No plan is full-proof or set in stone. It changes with market trends, new laws and the speed bumps in life. Even if you are a savvy investor, you can always benefit from objective, professional advice. There are the unknown unknowns that an experienced second opinion may be able to uncover for you.
Our company was founded on Independence, Excellence, Respect and Service. We are one of the few companies in Portland to take a fiduciary oath to put our clients’ interests above everything else.
