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Lifelong Wealth Management

(30)

Needs
The Future
Goals

“I have had Jason Gong as my financial advisor for over 10 years and besides being a great guy I can say he has done an amazing job with my investments.”

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
Investment

“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)

Healthcare

“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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Anderson Wealth Management Group - RJ

(5)

Retirement Planning, Investment Management, Services

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

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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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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)

“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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Human Investing

(5)

“Incredible service and uniquely personal advice you can trust.”

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Clemans Glen

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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“Joined the firm in 2023. Andy conducts fundamental research. He joined Jensen from Janus Henderson Investors, where he provided equity research as a technology and industrial technologies analyst focused on international markets. Andy started his car...”

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Horst & Graben Wealth Management

(10)

Goals
Retirement

“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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Aegis Financial Advisory

Investment Approach, Services, Investment Management

“Joseph Alfonso, Founder and Principal of Aegis Financial Advisory, a CA and OR Registered Investment Adviser, is regularly quoted in the media and has appeared in publications such as the Wall Street Journal, The Chicago Tribune,Time and U.S. News & ...”

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Neve Ronald a 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

Anderson Wealth Management Group - RJ

Wealthfactor

Onmark Asset Management

Human Investing

Palladio Consulting

Human Investing

Clemans Glen

Wellstone Wealth Management

SHC Financial

Johnstone Financial Advisors

Tribe Financial Group

Bridge City Capital

Freedom Spending Plans

Jensen Investment Management

Horst & Graben Wealth Management

FP Transitions

WBH Financial Services

Aegis Financial Advisory

Neve Ronald a 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