Do you need professional investment management to help with your family’s financial future?
At Interactive Wealth Advisors, we are dedicated to helping you achieve your dreams by providing comprehensive wealth management for trusts services that include investment management, estate planning, and asset protection planning.
Call us today and let’s talk about how we can help you create a comprehensive trust investment management plan designed to achieve financial security.
At Interactive Wealth Advisors, we understand the importance of asset management for trusts.
We are here to help you create a plan that works for your family and ensures that your assets are protected through the years. We can help you with a variety of trust services including:
We can help you with your 401(k) plan and individual retirement account, as well as any other trust and investment services you might need.
We do not focus on any one particular strategy or asset class, but rather we create an integrated trust and asset management plan that fits your unique situation.
We offer comprehensive financial planning and wealth management in Portland, Oregon for individuals and families who have accumulated significant wealth. We can help you determine the best way to distribute your assets among beneficiaries, including children, grandchildren, and other family members.
We have extensive experience helping families structure trusts for different types of households, including single-parent households or those with multiple generations of family members living together.
If you have recently inherited a large sum of money, such as an inheritance, or received a windfall from another source, such as an insurance settlement or a large gift from a family member, we can help you decide how to best use that fund to maximize its value.
We understand the unique challenges faced by business owners who are not only trying to build wealth trusts security but also trying to run their business at the same time.
We can develop a comprehensive corporate trust and investment management plan that incorporates retirement savings and estate planning.
There are a number of key factors to consider in order to ensure that your trust has the best possible chance of meeting its objectives.
We plan for tailored investment solutions for our clients. This is based on an in-depth understanding of the client’s objectives, as well as their risk appetite and financial situation.
Individuals who have retirement savings accounts, IRAs, 401(k)s, or similar plans through their employers, which they want to be managed in order to maximize their returns over time.
Individuals who have high net worth or want to start a trust investment account for their children or grandchildren. We can help you set up these accounts in a very short period of time.
Business owners who want to protect their business interests from adverse events, such as bankruptcy or loss of control of the company.
Families with significant assets who want to maintain their lifestyle while preserving wealth for future generations through charitable giving or estate planning.
Here are some of the reasons that our clients choose us:
We believe in providing our clients with objective and unbiased advice that is based on our knowledge of the market and our understanding of your needs and goals.
Our team has been helping clients achieve their financial goals since we first opened our doors over 10 years ago. We understand how important it is for our clients’ financial security, and we take this responsibility very seriously.
Our trust business team comprises certified financial planners who have decades of top-level experience.
We take pride in treating all of our clients equally regardless of how big or small their business is or how much time they spend with us as part.
If there is ever an emergency situation that comes up, we will be there to help you through it and work diligently to resolve it as quickly as possible.