Financial Planning for Owners and Executives

We apply our experience and expertise to customize financial solutions that fit the unique needs of each client. From planning for retirement and consolidating your investments to strengthening and streamlining your portfolio, we will craft a financially savvy plan to meet your individual needs. The cornerstone of our investment management philosophy is simple: total transparency. Unlike most companies in the financial services industry, we offer a fee structure that is concise, simple, and wholly transparent.

At PRM we specialize in:

  • Overall Asset Management
  • Tax Mitigation
  • Tax Recovery
  • Estate Planning
  • Personal Insurance Planning

Contact us to schedule an introductory appointment.

CONTACT US

Phone: 503-697-0817
Fax: 503-697-1526

Email: tcaudle@prmnorthwest.com

310 N. State Street, Suite 206, Lake Oswego, OR 97034