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Lifelong Wealth Management

(30)

Personal Financial Advisor, Financial Advisor For Business Owners, Financial Planning For Physicians

“I also love that Jason gives back his knowledge to the community - offering an internship program to college students interested in a financial career.”

Featured

Each year, I am amazed by the talent of students that come through our summer internship program. nn2023 brings no exception. Jasmine and Alexi will make a lasting impact in whatever endeavors they wish to pursue. Their presence will be missed in the office. nnI want to thank them for spending their 2023 summer with our group. In addition, I want to personally thank a few of our clients for helping to enhance their experience in our program.

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Pure Portfolios

(28)

Knowledge
Fees
Sunday

“Far too often “advisors” are graded and paid based on “sales” rather than the “financial advising performance” we are actually trying to hire them for.”

FAQs

What is your mission?

Pure Portfolios wants to offer individuals and families an alternative to high-cost traditional advisors. We provide a personalized, low-cost wealth management experience.

Do you have an account minimum?

We do not have a minimum. We will take a client on if we can add value to the relationship. If it's not the right fit, we can point you in the right direction.

Do you offer financial planning?

Pure Portfolios has partnered with eMoney to offer best in class financial planning software. Planning is included as part of our management fee. We also offer a flat fee planning service.

How often do you meet with clients?

We can meet as often as needed. This is driven by client preference. In between reviews, we share educational content via email, video and through our podcast, Blind Spots.

How do you protect my information?

Your data is encrypted in transit and at rest and no one has access to your data without proving their identity using multiple forms of authentication. It is backed up around the clock, and a copy kept in an entirely different region.

You can find more info on the FAQ page of our website.

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Aldrich Cpas + Advisors

(3)

Transaction Advisory Services, Audit + Assurance, Private Wealth Tax

“We feel so fortunate to be working with Mike, and we plan to continue this relationship for the lifetime of our company (and for our personal taxes/finances as well)!”

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Realty Yield

(8)

Advisory Services, Apartment / Commercial Financing & Mortgage, Brokerage Services

“Mike is as comprehensive as they come for his clients, with expertise around all areas of commercial real estate investing from sales brokerage, finance and lending as well as tax and long-term strategies.”

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Health Professionals Alliance

(7)

Patients
Healthcare
Wealth

“We as members gain access to HPA's countless resources to help fun and grow our practices, all while maintaining 100% ownership of our businesses, but also capture incredible financial opportunities through stock in a company that is growing by the d...”

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Wealthfactor

(9)

“For the 15 years that I have known him, these characteristics have led him to generate laser focused, transparent, results driven processes that are not often, if ever, duplicated at most typical investment firms.”

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Anderson Wealth Management Group - RJ

(5)

Retirement Planning, Investment Management, Services

“Thank you for taking such good care of us!”

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Onmark Asset Management

(3)

Professional Memberships, Strategic Alliances, Professional Designations

“My husband and I have been working with Damon Winter for over 25 years and have been very pleased with his services.”

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Human Investing

(5)

Questions
Tax
Goals

“They take the time to understand my goals, both personally and financially, explaining the process so I understand, making sure I am comfortable with the options and have executed plans to keep me on track for retirement while exceeding expectations ...”

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Palladio Consulting

(1)

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Wellstone Wealth Management

“Since opening in 1990, Wellstone Wealth Management has focused on providing the type of exceptional partnership, transparency, education and client service needed to inspire clients and help them make wise choices about their wealth.”

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CGC Financial Services

Lifestyle, Tax, Retirement

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest c...”

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Tallus Wealth Management

(2)

Financial Advisor

“In a world where financial decisions can often feel overwhelming and complex, Ramin's expertise, professionalism, and genuine care have truly set him apart.”

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SHC Financial

(2)

“His many years of experience provide him with the ability to advise each client based on their individual financial goals and retirement plans.”

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Freedom Spending Plans

(1)

“George gave me some amazing info to help me get my budget back on track!”

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Tribe Financial Group

(1)

“I highly recommend him and enjoy working with him.”

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Bridge City Capital

(1)

“My man Murad pick me up after work with such an energy it made my night!”

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CWC Advisors

“Investing Fueled By Knowledge, Simplified By Technology. Secure Your Future, Invest with CWC Advisors. Discover the Art of Value Investing”

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Jensen Investment Management

“Joined the firm in 2024. Matt is responsible for intermediary client coverage and business development in the eastern United States. Prior to working at Jensen, he held senior positions at Aristotle Capital/Pacific Funds, Forester Capital LLC and BNY...”

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Horst & Graben Wealth Management

(10)

Pay
Goals
Accounts

“Jamieson and his staff made setting up an account for our sister, who is residing in assisted living care, effortless, with as much of his staff's time as was necessary for a smooth transition.”

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FP Transitions

(2)

Consulting, Succession Planning, Valuation

“Everyone I've ever interacted with has always been professional, knowledgeable and kind.”

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WBH Financial Services

Women in Transition, Wealth Management, Financial Planning

“After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services. While attending college, Brent assisted in his father's income tax preparation business. This experience provid...”

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Lucas Flores, Lake Oswego Wealth Strategies

(3)

Life Insurance
Insurance Policies

“Simple, understandable language and putting his clients actual needs at the front of the equation are what makes Lucas different.”

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Ronald A. Neve, CPA

“We are a full-service Accounting firm licensed in OR. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Lake Oswego, OR

The highest-rated Financial Planning & Wealth Management companies out of 157 vetted & reviewed in the Lake Oswego area.

Lifelong Wealth Management

Pure Portfolios

Aldrich Cpas + Advisors

Realty Yield

Health Professionals Alliance

Wealthfactor

Anderson Wealth Management Group - RJ

Onmark Asset Management

Human Investing

Palladio Consulting

Wellstone Wealth Management

CGC Financial Services

Tallus Wealth Management

SHC Financial

Freedom Spending Plans

Tribe Financial Group

Bridge City Capital

CWC Advisors

Jensen Investment Management

Horst & Graben Wealth Management

FP Transitions

WBH Financial Services

Lucas Flores, Lake Oswego Wealth Strategies

Ronald A. Neve, CPA

Retirement Planning and Investment Management Services in Lake Oswego, OR Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lake Oswego

Popular in Lake Oswego