1 / 2

Financial Advisors in Lake Oswego | Avier Wealth Advisors

Avier Wealth Advisorsu2019 experienced financial advisors in Lake Oswego provide personalized guidance on investments, retirement, and tax planning, ensuring clients achieve their wealth goals with confidence and clarity.

Avier
Download Presentation

Financial Advisors in Lake Oswego | Avier Wealth Advisors

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. ? ? Trusted Financial Advisors in Lake Oswego Build, Grow, and Protect Your Wealth with Avier Wealth Advisors ? ? Introduction: Why Financial Advisors in Lake Oswego Are More Essential Than Ever Lake Oswego offers more than just scenic beauty—it’s home to professionals, retirees, and families looking for tailored financial guidance. Whether you're managing equity compensation from a tech employer, planning for early retirement, or building generational wealth, partnering with expert financial advisors in Lake Oswego can make all the difference. At Avier Wealth Advisors, we bring personalized, fiduciary financial planning to help you gain clarity and confidence in your financial journey. ✅ ✅ Key Benefits of Choosing Avier as Your Lake Oswego Financial Advisor Fiduciary, Fee-Only Advice We act in your best interest—always. No commissions. No sales pitch. Tailored Wealth Planning Customized strategies for retirement, tax efficiency, investments, and more. Expertise in Tech & Executive Compensation Especially beneficial for employees of tech companies or corporate leaders in the Portland–Lake Oswego area. Retirement Roadmaps From Roth conversions to Social Security planning—we guide you every step of the way. Ongoing Support Your plan isn’t static. We provide regular reviews and proactive recommendations. ? ? Why Avier Wealth Advisors is a Top Choice for Financial Planning in Lake Oswego ? ? 1. Pacific Northwest Roots, Local Expertise While headquartered in Bellevue, WA, we work extensively with clients throughout Lake Oswego, Portland, and the Pacific Northwest, understanding local laws, taxes, and lifestyle goals.

  2. ? ? 2. Comprehensive Financial Services We go beyond basic investment advice, offering tax planning, equity compensation guidance, retirement planning, estate coordination, and more. ? 3. Personalized, Family-Centric Approach ? ?? ?? Whether you’re a single tech professional or planning for a multi-generational legacy, we build plans centred on your values and goals. ? ? 4. Clear, Proactive Communication You’ll always know where you stand, with regular check-ins, transparent reporting, and a client portal that keeps you informed. ? ? Client Testimonials "Avier's insight into our RSUs and tax situation was eye-opening. We now have a clear roadmap to early retirement." — Daniel & Casey B., Lake Oswego residents "They made us feel supported, not sold to. Their genuine, fiduciary approach is rare and valuable." — Joanna P., Marketing Executive "Their ability to personalize our plan and explain every step in plain English made all the difference." — Troy M., Small Business Owner in Lake Oswego ? ? Take the First Step Toward Financial Confidence Ready to partner with one of the most trusted financial advisors in Lake Oswego? ?Oregon Office: Serving Lake Oswego and the greater Portland area ?Email: info@avieradvisors.com ?Website: https://avieradvisors.com ?Phone: (425) 467-1011

More Related