Portland
Proudly Serving
Portland
1211 SW 5th Avenue
Suite 1200
Portland, OR 97204


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Your Portland Team
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Kathleen Kee
CFP®
Wealth Advisor
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Carmen Wong
JD, CFP®
Wealth Advisor
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Josh Cepeda
CFP®
Wealth Advisor
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Ryan Berning
CFP®
Wealth Advisor
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Travis Harper
CFP®, CRPC®
Wealth Advisor
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Lantz Stringham
CFA
Associate Wealth Advisor
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Ryan Roberts
Client Relationship Specialist
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Jennifer Saunders
Client Relationship Specialist
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Kilee van Driel
Client Relationship Specialist
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Lauri Manning
Client Service Associate
Enjoy some of our latest resources
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June 27, 2022
Managing Your Digital Legacy
We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.
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June 21, 2022
Tax-Loss Harvesting: Making Lemonade out of Lemons
Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished through a process called tax-loss harvesting. Buckingham Wealth Advisor Kent W. Schmidgall, CFP®, CKA® will break down this strategy into the three “P”s: principle, process and payoff.
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June 06, 2022
The Human Side of Financial Planning
Buckingham Wealth Advisor and Registered Life Planner® Ken Rosenbaum explains how utilizing an advisor who specializes in Life Planning can help you live your most rewarding, authentic and full life.
Read the article