Lifelong Wealth Management is redefining the standards for integrated professional wealth management services. We differentiate our practice by integrating all financial segments into our clients' decision making matrix. Moreover, our collective team effort serves as stewards to steer you through this complicated and daunting financial marketplace.
We strive to:
Work extremely hard to understand our clients' motivations and financial situations
Empower our clients with the financial control and understanding to make educated decisions
Create lifelong clients by making customer service and relationships a priority, and not an afterthought.
LifeLong Wealth Management
5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.
Investments products and services available only to residents of : California (CA),
Colorado (CO), Idaho (ID), Oregon (OR), Utah (UT), Washington (WA)
Fee-based advisory services are available.
We are licensed to sell insurance products in the following states of: Oregon (OR), Washington (WA), California (CA)