Our mission is simple: to help people make even better decisions with their money. We know that that means different things to different people, as we all have unique financial goals, concerns and resources. By helping our clients coordinate the various moving pieces of their financial life, we help to ensure that all decisions, large and small, are made with an eye towards their overall financial health.
We are a team of people with deep roots in the Portland community, but with clients throughout the country. We are a family-owned business, but one with extensive experience, education, and diversified backgrounds. Most of all we are passionate about improving the lives of our clients, partners, and communities in every way we can, always building for the future while enjoying the present.
We are a team of people with deep roots in the Portland community, but with clients throughout the country. We are a family-owned business, but one with extensive experience, education, and diversified backgrounds. Most of all we are passionate about improving the lives of our clients, partners, and communities in every way we can, always building for the future while enjoying the present.
Services
We are a family-owned and operated firm, and are very engaged in our community. We are fiercely independent, and committed to working for our clients, not for a corporation. We serve a wide variety of individuals and organizations, and we use the financial planning process to help them define, realize, and protect their financial goals.
Through the financial planning process we consider your holistic financial health, not just one or two aspects of it. As a result, we help different people in different ways, based on their unique situations and goals. Below you will find a few of the more common areas we help people with, but these are just a starting point.
In order to truly fulfill our mission we need to make sure that our values align with those of our clients, and that we are always living up to the values that guide us. Founded as a family company, family is one of our core values. From family members working together, our tenured team working like extended family, and our greater Advanced Wealth Management family of clients, friends, and partners, family has many different meanings here.
One of the purposes of the first meeting is for you to learn enough about our team and our firm so you can determine if you would be comfortable beginning a holistic financial management process with us.
At the same time, we will want to learn enough about you so that we can give you an initial assessment of the range of services and strategies which might be appropriate for you, and whether we are the right people to assist you in achieving your financial objectives.We will plan on discussing your goals, concerns, investment experience, health and family, and any other factors which affect your financial well-being and long-term planning.
At the same time, we will want to learn enough about you so that we can give you an initial assessment of the range of services and strategies which might be appropriate for you, and whether we are the right people to assist you in achieving your financial objectives.We will plan on discussing your goals, concerns, investment experience, health and family, and any other factors which affect your financial well-being and long-term planning.
Reviews (2)
Michael Hale
Jun 16, 2020
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My wife and I have been working with AWM over 18 years and have been very satisfied with their professionalism, knowledge, and attention to our household's needs. There is never any pressure to buy or sell anything, and they review our portfolio/holdings with us at least annually or more often when requested. They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opportunity.
All the staff are great to work
All the staff are great to work
Lisa Yu
Oct 16, 2019
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