What We Do

Interactive Wealth Advisors is a Portland, OR fee-only financial planning firm serving Portland and all surrounding areas. Interactive Wealth Advisors Inc. specializes in helping professionals in big tech, and business owners in not so big tech nearing retirement become successful retirees.

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Our Services

Retirement Planning

Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.

Business Owner Planning

With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning — in an attempt to find synergies that may help to provide tax and retirement planning opportunities.

Investment management

Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.

Transition planning

Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.

Estate Planning

At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.

Social Security Planning

Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.

Tax Planning

With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.

Our Process

Interactive Wealth Advisors takes a top-down approach to identify market trends and spot potential problems that could lead to significant losses. Our process is designed to provide our clients with the best possible investment options while minimizing risk and cost. We use a variety of investment strategies, including fundamental, active, passive, and indexing, to help our clients achieve their financial goals.

Why People Hire us

We specialize in helping our market niche of individuals and business owners transition into retirement from the high-tech and science industry. We have extensive experience in the most advanced tax and retirement strategies to ensure your assets will provide you with a prosperous life while minimizing your taxes now and in the future.

Our investment strategy combines the best of fundamental, technical and quantitative analysis. It takes a defensive position in market turmoil to minimize portfolio drawdowns. We don’t pretend to time the market, but we believe we can mitigate significant drawdowns for our clients while participating in the upside when the coast is clear.

ABOUT INTERACTIVE WEALTH ADVISORS

Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.