LIFELONG Wealth Management Group

Lifelong Wealth Management provides financial planning and investment advisory services nationwide from their independent headquarters in Portland, Oregon. Wealth management portland oregon plays an important role in creating an efficient use of your finances. Our wealth management company portland oregon will help with your wealth management portland oregon needs. For your wealth management portland oregon needs, please request a free consultation.

At Lifelong Wealth Management our mission is to provide our clients with a meaningful, painted canvas of their goals and dreams. We create this work of art by thoroughly understanding their personal needs, their comfort level, as well as determining the correct savings disciplines, mortgage, and investment vehicles necessary to make their picture a masterpiece. When appropriate we make use of the expertise of attorneys and CPAs to be sure the work of art is enjoyed for generations. We offer trustworthy and affordable financial management services in Lake Oswego, Oregon.

Understanding it.
Committing to it.
And living it.

We believe in challenging the financial norm. That happiness is not synonymous with the money we have. We shoot to create a comprehensive plan that bridges your relationship with money and values.

The moment we define ourselves and values by the size of our bank accounts is when we start to describe ourselves by the shadows that walk behind us. All too often we work all our lives in hopes to one day live our dreams, only to realize that we spent most of our lives not knowing what our dreams are.

1992

Services.