Portland Private Wealth Management, Inc. is a registered investment advisory firm based in Oregon, offering personalized financial planning and investment management services to individuals, families, business owners, corporate executives, and non-profit organizations. Emphasizing a client-centric approach, the firm provides services such as retirement planning, tax optimization, asset protection, and estate planning, all tailored to meet the unique needs of each client. Their structured eight-step wealth management process ensures thorough analysis and implementation of financial strategies. With offices in Portland, Bend, and Eugene, the firm manages approximately $200 million in assets, serving clients across Oregon and Washington State.