What We Do
The advice, planning, and wealth management services we provide are built on our commitment to put your best interest first, always.
44 Wealth Management invests time in getting to know you, your intentions, and your goals. Then, we work with you to create investment and risk strategies that help you to reach your financial objectives.
When you are a 44 Wealth Management client, you determine how we help you. You have the full force of our collaborative group available to help you make informed financial decisions. As your life unfolds and your financial picture changes, we will work with you to update and refocus your plan.
Investment Management + Planning
We will...
- help you develop a personalized plan through asset allocation and diversification of assets.
- continue assessing your financial picture as it changes over time, updating your plan as needed—we are here to partner with you long-term.
- partner with your tax advisors to minimize tax liabilities and maximize family wealth transfer.
- calculate the rewards of longevity on retirement planning.
So you can... have peace of mind that your assets will outlive you.
- Personalized Portfolios
- Asset Allocation and Diversification Strategies
- Tax Efficiency and Minimization
- Long-Term, Multi-Generational Planning, Wealth Management, and Advising
- Insurance and Annuities (licensed in Oregon so we can do business in all 50 states)
- Consolidated, Effectively Communicated Reporting
- Regular Check-ins and (at a minimum) Annual Check-ups
- Risk Assessments
Priority Planning
We will...
- help you identify and anticipate life events that will have significant financial impacts.
- craft strategies that help you plan for memory making experiences.
- guide you as you share your abundance, for the greatest impact possible.
So you can... live life to its fullest.
- Education
- Travel
- Weddings
- Charitable Giving
- Lifestyle Funding
Corporate Planning
We will...
- be your partner in preparing you financially for retirement, navigating plans, and reviewing options.
- guide you in the challenging and critical planning years leading up to retirement, so when the time is right for you to retire, you are ready.
- advise you on next steps for your business as you near retirement.
So you can... navigate your retirement timeline and be ready to fund your next adventure.
- Cash Management
- Lending
- Retirement Plans
- Tax and Risk Management
- Succession Planning