marketing consulting

Wealth Management Portland

By Andrea Ell 6 May, 2023 3 mins read

Wealth management is a great tool to plan for your life and that of your family. This can be a great way to transfer wealth to your loved ones. You can bring together everything you have with the right planning. While life is not predictable, financial planning will help you feel confident about the future.

Octavia Group

Octavia can be your best choice if you are looking for a retirement plan advisory team. Their team has years of combined experience, and they share a common mission to help clients realize their financial goals. They share a passion for helping clients grow their businesses. This is why they are one of AXA Equitable Advisors’ most successful advisory teams. The Midwest Financial Partners and its 35 employees will still be employed by the new firm. The new firm will provide services to clients from offices in Miami-Los Angeles, Cincinnati, and Los Angeles.

In addition to wealth management, the firm offers a variety of investment options and services, including retirement planning and asset management. The firm's objective is to help clients to grow and sustain their assets, in order to reach financial independence. They offer a fee-only option that allows their clients to grow wealth without any additional commissions or incentives. They believe in giving clients impartial financial advice.

Mercer Advisors Inc.

Mercer Advisors has been a leader in investment management. The firm is a leader in the advice of individuals regarding their investments. Mercer Global Advisors won the Private Asset Management (PAM), "Best Private Wealth Management" award. The SmartAsset top-rated financial advisors in Colorado, Denver and Colorado also rank the firm highly. Mercer also made it onto the U.S. best investment advisors list.

Mercer Advisors are a national Registered Investment Adviser that manages assets in excess $16.5 Billion. Genstar Capital purchased the firm in 2015. Since then, it has invested heavily in improving its service and investment offerings to better serve its clients. It also increased the number of tax planning and estate planning professionals. It has also expanded its regional footprint from nine to 40 offices. It recently acquired 8,000 more clients.

McGee Wealth Management

McGee Wealth Management's principles are to help clients reach financial security and financial literacy. The firm is available to individual investors, multigenerational family members, business owners, as well as executives. Judith McGee, the firm's founder, was the first woman in western states to earn the CFP designation. D. Linette Dobbins (Jennifer Curlin Gutridge), Sarah Elise Berry and D. Linette Dobbins are other members of this firm. Advisors are committed to helping clients build financial literacy skills, and they encourage financial literacy skills.

Since 1990, this firm has been serving Portland Metro. It manages assets in excess of $815 millions and provides financial planning, portfolio management and investment strategies.

Vision Capital Management

Vision Capital Management is a Portland-based financial advisory firm. Through comprehensive financial planning, their financial advisors assist clients in achieving their goals. They assist clients in managing their investment portfolios and creating individualized investment plans. They can help clients plan for major life events such as retirement and help them save.

The firm offers financial planning services to individuals and businesses and has assets of $1,021,550.392. Its financial advisors work with 1439 accounts, serving clients throughout 6 states.

Aldrich Wealth

Aldrich Wealth Management Portland, a financial planning firm and wealth manager, offers services in the areas tax planning and personal finance. The firm assists clients with their retirement plans, and offers guidance to corporate executives with stock-concentrated positions. They identify opportunities and streamline processes to meet their clients' needs and goals.

As a fee-only firm, Aldrich Wealth focuses on advising individuals and families on financial planning and investment management. The firm's financial advisors will create a personalized investment strategy that is based on the clients' income and risk tolerance. These professionals can help clients plan their retirement, buy a house, and start families.

Read Next - Top Information a Click Away

FAQ

How do I choose the right consultant?

There are three main things to keep in mind:

Experience - How experienced is the consultant? Is she a beginner, intermediate, advanced, expert, or something else? Do her qualifications and knowledge show on her resume?
Education – What did the person learn in school? Did he/she pursue any relevant courses once he/she graduated? Were there any evidences of this learning in his/her writing?
Personality - Do we like this person? Would we like him/her to work with us?
These questions help to decide if the consultant suits our needs. If there are no clear answers, then it might be worth an initial interview to learn more about the candidate.

Why would you want to hire consultants?

There are many reasons why you might need to hire consultants:

Perhaps your company has a specific problem or project you need to address
You are looking to learn new skills or improve your existing skills
You want to work with an expert in a particular field
There is nobody else who can do this job.
Feel overwhelmed by all the information available and don't know where you should start
It's impossible to afford to hire someone full-time.

Word of mouth is the best way to find a great consultant. Ask your friends and colleagues if they know of any trustworthy consultants. Ask someone you know who is a consultant for his/her recommendations.

If you decide to use online directories like LinkedIn, use the "Search People" feature to look for consultants in your area.

How do you start an LLC consultancy company?

First, you must decide what your goals are as a service provider. Next, you must ensure that you are qualified to provide those services. It may also be beneficial to look for someone who is already qualified to do what you desire and to see how they work.

Once you've identified the product or service you wish to offer, it is time to determine your target market. If you don't have enough, you might need to create them.

You will then need to decide if it is worth starting your own business, or hiring others to do it.

A license from the state could be required to start your own consulting business. However, this can take some time and require legal fees.

Statistics

On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)
"From there, I told them my rates were going up 25%, this is the new hourly rate, and every single one of them said 'done, fine.' (nerdwallet.com)
So, if you help your clients increase their sales by 33%, then use a word like “revolution” instead of “increase.” (consultingsuccess.com)
My 10 years of experience and 6-step program have helped over 20 clients boost their sales by an average of 33% in 6 months. (consultingsuccess.com)
Over 50% of consultants get their first consulting client through a referral from their network. (consultingsuccess.com)