Financial Advisor & Wealth Management Company Portland, Oregon

Financial Advisor & Wealth Management Company Portland, Oregon

Individuals

When I was 6 years old, I asked my grandmother, “Why can’t everyone be happy in life?”. She politely told me it is because not everyone knows what makes them happy. Our focus is helping you find your happy. Your financial plans should be designed and benchmarked for what you envision as your ultimate life wish. Whether it is retirement, a dream home, financial independence, or planning for your children’s future, we can help you create your financial version of happy. Even if your ultimate goal is to leave a mark in life, we can help you shape it. Your financial plan isn’t about creating wealth. It is about making your wealth meaningful.

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Addess:
5 Centerpointe Drive, Suite 400 Lake Oswego
Lake Oswego, Oregon 97035 US
Email:
curtisgreen776@gmail.com
Phone:
(503) 747-6534

About Us

Lifelong Wealth Management provides financial planning and investment advisory services nationwide.


Key Services in 2025

https://www.llwmg.com/
  • Individuals
  • Families
  • Retirees