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.
To learn more about our Wealth Accumulation & Management team, see www.iwmoregon.com.
5441 SW Macadam Ave. Ste 301
Portland, OR 97239
Toll Free: 877-248-0561
Impact Benefits & Retirement © 2017. All Rights Reserved.
Advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Impact Benefits & Retirement and a separate entity from LPL Financial.