LifeLong Wealth Management
 
Address:
8050 SW Pfaffle St, Suite 100
Tigard, Or 97223
 

Business: (971) 250-2030
Fax: (503) 214-6534
Toll Free: (877) 421-9991

 
Resources
Portfolio Management
Retirement
Estate Planning
Insurance Planning
College Savings
Tax Center
Business Finances
Mortgages
 

About Us


During the market turmoil, client relations took a back-seat in a vehicle going nowhere. People were seeking options and guidance, while the financial industry was more concerned about increasing revenues and minimizing their losses. Moreover, financial client relationship advisors were avoiding confrontation with their clients. People were looking for answers. Thus, Lifelong Wealth Management was created.

We present a breath of fresh air to our clients by giving them high quality service. Our group does not view a single financial segment as our only priority. Unlike our competitors, we take pride in integrating all financial segments into our clients' financial plan to optimize their way of living.

Find out more about who we are:

Financial Philosophy | Our Team
 

Securities offered through Pacific West Securities, Inc. A registered broker/dealer. Member FINRA & SIPC.
Investment advice through Pacific West Financial Consultants, Inc.
A Registered Investment Advisor

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)