Financial planning
Organize the questions around retirement, taxes, healthcare, estate documents, and other household priorities so the trade-offs are clear.
Portland, Oregon
Portland wealth management for decisions that connect.
TradeWinds works with Portland households who want financial planning and investment management considered together, not as separate conversations.
Local planning, broader decisions
A plan has more than one moving part.
Choosing an advisory firm can mean sorting through retirement timing, taxes, investments, family responsibilities, and the practical work of keeping accounts and documents aligned. Our Portland office is a place to begin that conversation for people across Portland, South Portland, Southwest Portland, and Portland Downtown.
We provide financial planning and investment management alongside retirement planning, tax planning, estate and legacy planning, healthcare planning, and equity compensation planning. The mix of work depends on your circumstances, priorities, and the decisions in front of you.
How we help
Planning and investment management, in one ongoing relationship.
The starting point is the decision you are trying to make. From there, we can determine which planning and investment-management work is relevant.
Investment management
Review how investments fit within the broader plan and discuss the process, risks, and responsibilities involved in ongoing management.
A clear next step
Use an initial conversation to understand the firm's approach, whether its services fit, and what information would be useful before moving forward.
Find the right path
Some planning questions call for a more specific starting point.
Households with $1M or more who are rethinking who manages their investments can explore our private wealth management path.
Federal employees weighing FERS or CSRS pension and TSP decisions can begin with federal benefits planning.
Before making a decision, you can also review how we are paid or contact the Portland team with a question.
Portland wealth management FAQs
Questions to ask as you compare firms.
Wealth management brings financial planning and investment management into one ongoing relationship. The work can include retirement planning, tax planning, estate and legacy planning, healthcare planning, and coordination around equity compensation, depending on the household's circumstances.
This page is for Portland-area households comparing advisory firms and looking for planning and investment-management support. TradeWinds also has dedicated paths for federal employees, workplace-plan participants, physicians, and family members of existing clients.
Start by contacting the team and sharing the planning question or decision you want to discuss. A conversation can help determine whether the firm's services and minimums fit your situation before you decide on next steps.
Portland office
Start with the question in front of you.
Visit or contact TradeWinds at 5550 S Macadam Avenue, Suite 110, Portland, OR 97239. We can start by discussing the decision you are considering and whether our services are an appropriate fit.