Our Process
We embrace the responsibility of providing financial strategies that apply all of the Economic Sciences. At Wealth Strategies Northwest our planning process is based on a Macro-economic approach. In contrast to many needs based, transaction oriented plans; our process begins with a "macro" perspective that allows us to analyze the whole of a client's current financial situation.
This scope presents the information necessary to truly understand the entire effect of financial decisions. This helps identify the most efficient and effective use of money, and creates the opportunity to design a sound financial structure that promotes protection, savings and growth.
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Financial Specialization
Our firm specializes in providing financial strategies for a variety of clients. Many of our clients are entrepreneurs/business owners, and need specialized planning as their growth and success continues. Others may be professionals whose businesses depend directly on their personal health in order to survive financially.
The strength of our macro-economic process is the clarity in which it identifies these individualized needs and is designed to provide creative, strategic options based on those specifications. The result of which is personalized planning that maximizes wealth and protection and creates a progressive path toward personal and economic freedom.
Personal and Corporate Comprehensive Planning
Personal Wealth Creation
Business and Life Insurance
Business Succession Planning
Disability/ Income Protection Programs
Retirement Planning
Estate Planning
Mutual Funds*/ Money Market Funds*
Variable Products*
Employee Benefits
Executive Compensation
Charitable Giving and Distribution Planning
Our Partners
Wealth Strategies Northwest is proud to be partners with the Guardian Life Insurance Group of America, and their retail broker, Park Avenue Securities.
It is though strong partnerships such as these, that allow our company to deliver clients some of the best financial services and products available.
To find out more about the partners of Wealth Strategies Northwest, please visit:
* Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS) 5100 SW Macadam Avenue, Suite 180, Portland, OR 97239, 503-221-1226. Wealth Strategies Northwest is not an affiliate or subsidiary of PAS. PAS is a member FINRA/SIPC
Financial Specialization
Our Partners