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Businesses

To understand our approach, we begin here: there is NO HOLY GRAIL OF INVESTING. We research, develop investment strategies and make investment decisions.

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Keep More of What You Earn

Retirement plans can be an excellent vehicle to create, grow and preserve wealth for business owners.

Our Services Include

Plan Design

Plan design for maximum tax efficiency.

Advising Plan Fiduciaries

Advising responsible plan fiduciaries on the development of an investment policy statement.

Review

Review and suggested amendments to existing investment policy statements.

Investment Monitoring

Investment monitoring services and meetings with plan fiduciaries or administrators.

Benchmarking Analysis

Fee, expense and benchmarking analysis for the plan.

Operational Analysis

Operational analysis of the plan
along with participant educational meetings (both group & individual).



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Portland Office

1221 NW Everett St
Portland, OR 97209

Phone: (503) 405-9472

Bend Office

532 SW 13th Street, Suite 100
Bend, OR 97702

Phone: (541) 323-3455

Eugene Office

44 West Broadway, Suite 212
Eugene, OR 97401

Phone: (541) 484-1444

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Advisory services offered through Portland Private Wealth Management, Inc., a U.S. Securities and Exchange Commission (SEC) Registered Investment Adviser.  This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. We may provide links from our site to other sites on the Internet for your convenience in locating investment-related and other information and services. These sites are maintained by independent third parties over which we exercise no control, and we do not endorse or sponsor such third parties or their web sites, and are not necessarily affiliated with any such third party. Accordingly we expressly disclaim any responsibility for the content, the accuracy of the information, and the availability of and/or quality of products or services provided by or advertised on these third-party Web sites.

Portland Private Wealth Management, Inc., 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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