Financial Advisors
Portland, OR
Interactive Wealth Advisors is an independent financial advisory firm in Portland specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. The firm takes a personalized approach to help clients build and preserve wealth through tailored investment portfolios and long-term financial planning.
Ideal for: Individuals and families seeking comprehensive wealth management, high-net-worth clients, those planning for retirement
Service area: Portland, Oregon and surrounding areas
Independent Advisor: As an independent firm, Interactive Wealth Advisors operates without conflicts of interest tied to product sales, allowing them to provide objective advice aligned with client goals.
Comprehensive Planning: The firm offers full-service wealth management including investment management, financial planning, and strategy development rather than limited advisory services.
Address: 121 SW Morrison St #905, Portland, OR 97204
Phone: (503) 575-1953
Website: interactive-wealth.com
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