Portland

Financial Advisors in Portland, Oregon

Find a trusted financial advisor in Portland, Oregon. At Asset Preservation Wealth & Tax, we specialize in delivering
tailored financial planning solutions. We customize them to align
with your unique life goals.


We know how hard you work for your money. It’s time to let your money do some of the heavy lifting.



As fiduciaries, we commit to prioritizing your interests, ensuring peace of mind as you navigate your financial journey. It doesn’t matter if you want to plan for retirement, manage wealth, or secure your family’s future. Our holistic approach considers your tax situation and financial objectives to devise a plan that’s exclusively yours.
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Prefer to chat? Give us a call at 503-446-4300
17
years of service
$1B+
total managed nest eggs
9K+
client households

Meet Us for Financial Services in Portland, Az

WHAT WE DO

Comprehensive Financial Planning Services in Portland, Oregon

Our services extend beyond basic financial advice to include specialized long-term planning. We know how important it is for you to build wealth for a stable retirement. Whether you want to travel the world or enjoy your hobbies at home, we can establish a retirement plan for you. Do you have children and grandchildren? You may also want to preserve a legacy for them. We also help with estate planning lawyers in Portland. You can have peace of mind knowing that your assets will be managed and distributed per your wishes when you pass.

HOW WE COMPARE

The Best Financial Advisors in Portland, Oregon

Understanding that each client’s financial situation and goals are unique, we pride ourselves on delivering truly personalized service. Our financial planners in Portland take the time to understand your individual needs and aspirations.



We use this deep insight to craft customized financial plans aligning with your lifestyle and long-term objectives. From navigating complex financial landscapes to adjusting plans as your life evolves, our team is here to support you every step of the way. We want you to feel empowered by your financial decisions. Work with one of our financial advisors in Portland, Oregon to see how we can help you.
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How We Work For You
Before Asset Preservation Wealth & Tax
After Asset Preservation Wealth & Tax

You’re locked into a single financial strategy that isn’t flexible to changes in your retirement plan, stock portfolio, and more.

At Asset Preservation, we use a variety of money management firms who all have different approaches and perspectives.

Your financial advisor or lack there of isn’t transparent about their certifications and their experience.

All of our advisors are fiduciaries and they are required to be unbiased, transparent, and act in your best interest.

Most advisors aren’t even talking about tax because they are prohibited from even mentioning it to their clients

We believe incorporating tax planning into your financial plan is CRUCIAL for meeting your goals, especially when planning for retirement.

GET IN TOUCH

Don't hesitate to contact us for any information.

Call us to find out more information about how we can help you. For general inquiries, fill out our brief contact form. Get started in 3 easy steps.

We Get To Know You (And You Get To Know Us)

We Help You Develop & Clarify Your Financial Goals

We Help You Move Toward Your Goals & Track Your Progress

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WHO WE SERVE

Our Other Convenient Locations

Summerlin, NV
Phoenix, AZ
Scottsdale, AZ
Henderson, NV
Peoria, AZ

Portland Office

Call us during office hours or schedule an in-person appointment at our offices in Portland, OR.

4800 Meadows Rd, Lake Oswego, OR 97035
503-446-4300
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Scottsdale Office

Call us during office hours or schedule an in-person appointment at our offices in Scottsdale, AZ.

16435 N Scottsdale Rd.#175
Scottsdale, AZ. 85254
602-449-0146
See more

Phoenix Office

Call us during office hours or schedule an in-person appointment at our offices in
Phoenix, AZ.

4310 E Cotton Center Blvd #120, Phoenix, AZ 85040, United States
602-449-0146
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Henderson Office

Call us during office hours or schedule an in-person appointment at our offices in Henderson, NV.

901 N Green Valley Pkwy #100, Henderson, NV 89074
702-476-4300
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Peoria Office

Call us during office hours or schedule an in-person appointment at our offices in Peoria, AZ.

16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382
623-400-6067
See more
Asset Presevation

Arizona

Peoria

P: 623-400-6067
Toll-Free: 855-879-8293

Scottsdale

Phoenix

Tempe

Goodyear

Gilbert

P: 602-449-0146

Las Vegas

Summerlin

Henderson

P: 702-476-4300

Indiana

Indianapolis

P: 317-930-3095

Fidelity InvestmentsTD Ameritrade Institutional

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