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Why Choose Us?

Why Choose Us?

We believe in building meaningful, long-term relationships with our clients so we can guide them to explore, create, and empower their retirement.
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Why People Choose IW

Why Do People Choose Us?

People choose us because we specialize in helping those nearing retirement become successful retirees. We help our clients minimize their tax burden, build pre and post retirement portfolios designed for income and growth, navigate the complexities of social security and Medicare and show them how to pass a legacy down to their heirs and favorite charities.

man counts taxes

How Are We Different?

Wealth management in Portland, OR means different things to different people. For us, it means serving our unique niche of individuals and business owners in the high-tech world who are getting ready for retirement. Our clients have a unique set of problems: demanding careers, long work hours, high tax rates, and potential business sales. These problems require customized solutions and experiences of a professional fiduciary that your average financial advisor isn’t equipped to handle.

In addition to our niche, we have also developed a risk model that helps guide our investment management decisions. The average fee-only financial advisor in Portland, OR uses a static asset allocation model to make all their decisions. They talk a big game, but their portfolios are no better than an expensive target-date fund at the end of the day.

We take a deep-value approach to select individual stocks, ETFs, bonds, and no-load mutual funds inside our portfolios. But what really separates us is our risk model overlay. It allows us to determine if we should overweight or underweight the market. This strategy allows us to minimize significant portfolio drawdowns while participating in market increases.

Sudden Wealth Planning

What We Do

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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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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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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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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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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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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Our Team

Christopher K. Winn
Christopher K. Winn
CFP® MBA
Advanced tax planning and wealth advisor Christopher Winn, CFP. Chris has been helping business owners paying more the $250,000 in taxes find ways to legally reduce their tax burden from 45% to 15%.
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Erik F. Miller
CFP® ChFC CASL™
Erik has been in the Portland-area financial services industry for nearly 25 years. His broad work experience ranges from annuities and group.
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How We Work

We follow a unique four-step process we call The PlanCycle90 Difference to simplify our clients lives and give them more time to focus on the things they love. Let us show you how PlanCycle90 can help you achieve your goals faster.

Plans change, of course, so our proven PlanCycle90 process will adjust as our clients lives change to make sure nothing falls through the cracks.

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Our Vision

We got fed up watching and working at firms that offered investors the same static, cookie-cutter investment strategies and high fee products. That’s why we started our firm in 2013 because we found a better way to plan for retirement.   

At Interactive, we focus on a planning-first approach to complement our pre and post retirement portfolios that adapt to market conditions to minimize losses. This two-pronged approach gives our clients confidence that they’ll have a worry-free retirement.  

Our Mission

Our mission is to prepare and guide individuals and business owners in the high-tech world on how to be successful retirees.  

Our Strategy

We follow a four-step process when developing, implementing, and tracking your plan. The first step is a detailed discovery meeting to understand your financial life. This involves an interactive mind-mapping session to ensure your goals align with your lifestyle. After our analysis, we’ll present our base-case scenario on how we think you’re doing and discuss your options. Next, we’ll run some different “what-if” scenarios to tweak your plan so it’s customized to your exact specifications and desired outcomes. Finally, we’ll implement and track your plan and investments using our PlanCycle90 process to ensure nothing falls through the cracks. Of course, life happens, so we’ll adjust your plan and investments to meet your changing needs.

Our Principles

Our principles of excellence, respect, service, and independence guide everything we do. We believe that personal wealth planning should be simple, intuitive, and collaborative – so our advisors always aim to create an individualized experience that meets or exceeds our core principles and values.

ABOUT INTERACTIVE WEALTH ADVISORS
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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Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.