Wealth Management
Are you planning to retire with confidence?
With the right planning and investments, it’s possible to live well into your golden years. Our team of Portland wealth management advisors will work with you to determine what financial goals you have — whether it’s organizing your estate or retiring early — and provide personalized recommendations on how to meet those goals while still living a comfortable life today.
How Can We Help?
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.
Our wealth planning and management services include:
Investment planning & management
We help you identify your financial goals, develop a strategy to reach those goals, and then implement that strategy with the help of our team of professionals.
Wealth management solutions
Our wealth management in Portland solutions include estate planning, retirement planning, and business succession plans. We’ll work with you to determine which of these solutions is right for your family or business needs.
Retirement planning
Our retirement and social security planning goal is to help you achieve sustainable financial independence by avoiding unnecessary expenses and staying on track toward achieving your goals.
Estate planning
At Interactive Wealth Advisors, we will create comprehensive estate financial planning that will address all aspects of your finances including asset and wealth protection, tax minimization, and distribution options.
Sudden wealth management
We help clients who have sudden increases in their net worth due to inheritances, remarriage, wealth transfer, or other unexpected events. We work closely with our clients to make sure they are protected from potential losses due to unexpected events that may impact their financial well-being in the future.
Financial planning for business owners
Our personal financial planning for small business owners advisors can help entrepreneurs understand how changes in their business operations can impact their financial situation and make sure they are prepared for these changes when they occur.
Family Wealth Planning
Our advisors provide valuable guidance on ways to increase your family’s financial security through estate planning, retirement planning, and tax strategies that will maximize your assets while minimizing federal income taxes and state taxes at each stage of life (i.e., retirement).
Best Practices For Wealth Management Planning
Your goals & objectives
Your goal should be clear and concise, and should be as specific as possible. If you are looking to grow your wealth over time, you might want to consider an investment portfolio that has a long-term focus. If you are interested in more growth, then you may want to look at more aggressive strategies like mutual funds or exchange-traded funds (ETFs).
How much time do you have?
While there are no hard and fast rules about how much time it takes to build up a portfolio, we typically recommend starting with a small amount of money and gradually building up over time (perhaps in increments of $10,000 or even $25,000). This allows us to get the ball rolling right away without getting overwhelmed by the process or making rash decisions based on emotions alone.
Risk management
We work with each client individually to determine how much risk they are willing to take in their portfolio, as well as when it makes sense for them to take on more risk than they originally thought possible.
Your liquidity needs
We will discuss how different types of assets can help meet your liquidity needs and how we can help guide you through making this decision as well as other factors that may impact liquidity such as taxes, estate planning requirements, and more!
Our Process
Step 1: We’ll analyze your current financial situation
We explore your financial situation and determine where you stand on the financial spectrum.
Step 2: We’ll discuss your best family or private wealth planning options
We look at your investment options and determine which family, business or personal wealth planning best fits your needs.
Step 3: We’ll ensure all accounts and assets are updated
We review all of your accounts and assets to make sure everything is up-to-date.
Step 4: We’ll create a personalized wealth plan for you
We’ll work with you to develop a customized, comprehensive, and integrated financial plan that addresses your specific needs and goals.
Who Is It For?
Our customized financial planning and wealth management services are for:
Individuals who are looking to start a financial plan
You might be like most people, and you don’t know where to start when it comes to building your financial future. It’s never too early or too late to start saving for retirement, so let us help!
Business owners and executives who want to take control of their finances
We help you achieve your financial goals and dreams by helping you take control of your finances and getting out of debt, saving more money, paying off debt, and investing for growth.
Senior citizens who want to ensure that their needs are met in retirement
We offer retirement consulting in Oregon and help senior citizens plan for a fulfilled after-work life by providing them with the knowledge, resources, and guidance they need to ensure they have all their needs met while they are still on this planet.
Small business owners who need help with cash flow and debt management
We can help small businesses manage their cash flow by implementing systems that keep track of all expenses so they know exactly where every dollar is going.
Why Choose Us?
Here are the reasons our client portfolio for wealth management and planning in Oregon keeps growing:
We customize wealth planning solutions that best fit your needs
Our personalized approach means we can help you get the most out of your money while keeping your risk low.
We’re experienced
Our staff has a wealth of experience and knowledge in areas such as investment planning, pensions, wills, probate, and inheritance tax.
We base our recommendations on the latest research
We are a specialist team of certified financial planners in Oregon that provides guidance based on the latest research on how to make smart investment choices that will help you reach your goals faster and with less risk.
We’re committed to staying ahead of the curve
We stay current on new developments in financial services technology so you don’t have to worry about whether your advisor is using the latest technology available today or next month!
