Wealth Accumulation & Management
Our bottom line is your bottom line.
As a fee-only wealth management services provider, our compensation is based entirely on how well our advice helps your portfolio grow. We’re a small and independent Registered Investment Adviser right here in Portland, Oregon. We can provide more personalized service and offer access to a wider array of investment options that are selected for how they are intended to help you, not how they benefit us.
5441 SW Macadam Ave. Ste 301
Portland, OR 97239
Toll Free: 877-248-0561
Impact Benefits & Retirement © 2019. All Rights Reserved.
Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Resources Investment Advisors, LLC and iMPACT Benefits & Retirement are not affiliated with Triad Advisors, LLC.