Wealth Management & Wealth Planning Advisor in Oregon

Personalized Plan that Keeps You on Track for Success
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Financial Windfall Planning

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.

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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.

Are you planning to retire with confidence?

Why People Hire Us

Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Investment management
Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.
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Transition planning
Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.
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Business Owner 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.
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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.
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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.
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IRA planning
Interactive Wealth Advisors is a fee-only financial planner in Portland, and our IRA retirement planning service will help you navigate the financial challenges of today’s dynamic retirement planning process.
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Social Security Planning
Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.
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Holistic financial planning
When it comes to preparing for the future, you want a team that understands your goals, dreams, and finances. That’s why we offer holistic financial planning and sudden wealth counseling services that are specifically designed to help you make the most of your money.
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Investment management for trusts
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Stock option planning
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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.

Investment planning & management

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.

Retirement planning

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).

Social Security Retirement Planning in Portland

Here are some of the things we consider when doing Oregon wealth management planning for our clients:

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!

Here is the process we follow when doing wealth management planning for clients:

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.

How Your Financial Advisor is Compensated

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.

Retirement planning

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.

Wealth Planning Advisor

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!

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Frequently Asked Questions

What is wealth management?

Wealth management is the process of helping clients create, preserve, and pass on their wealth. It encompasses a broad spectrum of services that range from retirement planning and estate planning to tax planning and wealth preservation.

Why should you do wealth management planning?

To ensure your financial goals are met. You want to build up your own wealth so that you can provide for your family when you’re old, but you also need to make sure that it’s there for them if something happens to you. Wealth management plans help you achieve these goals.

Is it worth hiring a financial advisor for wealth management?

Yes! Financial advisors can help with more than just managing your money — they can also help with estate planning, tax planning, and risk management as well. They can give advice on how to save for retirement, college education costs, and even reduce debt.

How can Interactive Wealth Advisors help?

Interactive Wealth Advisors are a wealth management firm in Portland, Oregon that can help make sure that you are on track for success by working with you to create a financial plan to reach your goals.

How much does it cost?

The cost is based on your investment strategy and goals. However, you can be confident our fees will be spelled out in plain language and there’ll be no hidden costs.
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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