Financial Advisors
Lake Oswego, OR
Lifelong Wealth Management is an independent registered investment advisory firm in Lake Oswego serving clients across Oregon and beyond. They provide comprehensive wealth management and financial planning services including retirement planning, estate planning, portfolio management, tax strategies, college savings, business finances, insurance planning, and mortgage strategy. Their philosophy centers on understanding each client's personal values and life goals before developing tailored financial strategies, distinguishing them from commission-based advisors.
Ideal for: Business owners, physicians, families seeking retirement planning, individuals with complex estates
Service area: Lake Oswego, Portland, and surrounding Oregon communities
Values-Based Planning Approach: Lifelong Wealth Management prioritizes understanding each client's personal 'why' and life goals before developing financial strategies, emphasizing that wealth should be meaningful rather than merely accumulated.
Independent Registered Investment Advisory: Operating as an independent RIA rather than commission-based advisors, they provide comprehensive wealth management that addresses retirement, estate planning, tax optimization, and business finances in an integrated strategy.
Specialized Niches: They offer targeted financial planning for business owners, physicians, and families, with dedicated expertise in business finances, exit strategies, and high-income tax optimization.
Address: 5 Centerpointe Dr, Lake Oswego, OR 97035
Phone: (503) 747-6534
Website: llwmg.com
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