business consulting

Wealth Management Portland

By Lea Remini 17 April, 2023 3 mins read

Wealth management can be a great way to plan for your family's future. You can also use it to transfer your wealth to your family members. With the proper planning, you can bring everything you value together. Even though life is never certain, financial planning can help to make sure you feel confident about your future.

Octavia Group

If you are looking for an advisory team that is focused on retirement plans, Octavia is the place to go. 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 new firm will retain the services of the Midwest Financial Partners team and its 35 employees, and will service clients from its offices in Miami, Los Angeles and Cincinnati.

The firm offers wealth management and a variety investment options. They also offer retirement planning and asset management. The firm's aim is to help clients create and manage their assets to attain financial independence. Clients can build wealth using their fee-only approach without paying any commissions or incentives. They believe in offering clients objective financial advice.

Mercer Advisors Inc.

Mercer Advisors ranks among the top investment management firms. 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, a nationally registered investment adviser, has assets under management of $16.5 billion. Genstar Capital bought the firm in 2015. Since then, it has invested heavily in improving its service and investment offerings to better serve its clients. It also hired new talent for its tax planning and estate planning departments. It has also expanded its regional footprint from nine to 40 offices. With the recent acquisitions, the company now has 8,000 additional 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 was the founder of the firm and the first woman to be awarded the CFP designation in the west. D. Linette Dobbins; Jennifer Curlin Gutridge; Sarah Elise Berry; and D. Linette Dobbins make up the rest of the team. Advisors strive to improve financial literacy skills for clients and encourage financial literacy.

Since 1990, the firm has been serving Portland Metro. The firm has assets of approximately $815 million and offers financial planning, portfolio administration, and investment strategies.

Vision Capital Management

Vision Capital Management provides financial services in Portland. The firm's financial advisors can help clients reach their financial goals by providing comprehensive financial planning. They can help clients plan and manage their investments. They can help clients plan big life events like retirement and help with saving.

The firm provides financial planning services for individuals and businesses, and manages $1,021,550,392 in assets. The firm's financial advisors serve clients in 6 states with 1439 accounts.

Aldrich Wealth

Aldrich Wealth Management Portland is an investment planning and wealth-management firm. They offer services in areas such as personal financial planning, tax planning, and more. The firm assists clients with their retirement plans, and offers guidance to corporate executives with stock-concentrated positions. They find opportunities and streamline processes to help their clients achieve their goals.

Aldrich Wealth is a fee-only company that focuses on providing financial advice to individuals and families. The firm's financial planners create a custom investment strategy for each client based on their income and risk tolerance. These experts can help clients plan and purchase a home or start a new family.

An Article from the Archive - You won't believe this

FAQ

What degree do I need to become a consultant?

The best way to become an expert on any subject is by studying the subject thoroughly and then practicing what you have learned.

So if you want to learn how to become a great consultant, start studying now!

If you have a degree but no relevant experience, you may struggle to get hired. If you can show that your education is comparable to the job applicants, you may still be eligible for employment.

Employers will always be attracted to candidates who are able to apply their real-world skills.

What can I count on from my consultant to help me?

After you have selected your consultant, expect to hear from them within a few business days. They will typically ask for information about the company, such as its mission, goals. products and services. budget. Then, they'll send over a proposal outlining the scope of work, estimated time frame, fees, deliverables, milestones, etc.

If everything looks good, then the two parties will negotiate a written contract. The type relationship between the two sides (e.g. employee-employer or independent contractor-employer) will dictate the terms of the contract.

If everything goes as planned, the consultant may begin to work immediately. The consultant will have full access to your files and resources. You'll also have access to their skills and knowledge.

Don't think that consultants are experts. To become an expert in any field you consult, it takes practice and effort. So, don't expect your consultant to know everything about your business.

What contracts are available for consultants?

Most consultants sign standard employment deals when they're hired. These agreements outline how long the consultant will work for the client, what he/she will get paid, and other important details.

Contracts will also outline the areas of expertise and compensation for the consultant. One example is that the agreement may specify that the consultant provides training sessions and workshops, webinars, seminars, or other related services.

Sometimes, the consultant agrees to do certain tasks within a given time frame.

In addition to standard employment agreements, many consultants also sign independent contractor agreements. These agreements allow consultants to work independently while still receiving payment.

How long does a consultant take?

It depends on the industry and your background. Most people begin their journey with less than a month before finding work.

However, some consultants spend several years honing their skills before finding work.

Are you a consultant?

Consulting isn't just a career option for those who want to earn quick money. It's also a great place to gain valuable skills and build a foundation you can use in your future work.

Consulting can offer many career opportunities, such as project management and business development. There are many projects you could be involved in, from small start-ups all the way up to large-scale multinational corporations.

Consulting offers you the chance to improve and sharpen your skills as well as gain valuable experience across a range industries. This could include learning to manage teams and write proposals, manage finances, analyze data, create presentations and conduct market research.

What qualifications do you require to become a Consultant?

Not only is it important to have an MBA but you should also have business consulting experience. You must have at least two years' experience working in consulting and/or training within a large company.

Your experience in strategy development projects requires that you work closely with senior managers. This means you'd have to be comfortable presenting ideas to clients and getting buy-in.

A professional qualification exam like the Certified Management Consultant (CMC), Chartered Management Institute, is required.

What was the origin of modern consultancy?

Consultants were originally accountants who could help companies manage their financial affairs. They were able to manage financial information and became "accounting experts". However, this role soon expanded into other areas, such as human resources management.

The French word for advice, "consultant", was originally used to describe someone who could advise on the management of an organization. Today, business owners still use the term consultant to refer to any type of professional advisor.

Statistics

WHY choose me: Why your ideal client should choose you (ex: 10 years of experience and 6-week program has helped over 20 clients boost their sales by an average of 33% in 6 months). (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)
According to IBISWorld, revenues in the consulting industry will exceed $261 billion in 2020. (nerdwallet.com)
According to statistics from the ONS, the UK has around 300,000 consultants, of which around 63,000 professionals work as management consultants. (consultancy.uk)
On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)