marketing consulting

Wealth Management Portland

By Paige Whiteside 27 April, 2023 3 mins read

Wealth management is a great way for you to plan for the future. It can also be an important step towards transferring your wealth to your loved ones. With the proper planning, you can bring everything you value together. Financial planning is a way to be confident about the future, even though life is unpredictable.

Octavia Group

Octavia is the right place to look if you're looking for an advisory group that is focused on retirement planning. Their team has years of combined experience, and they share a common mission to help clients realize their financial goals. They had a common passion for helping their clients grow and that is why they are among AXA Equitable Advisors best-performing 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 goal is to help clients build and maintain their assets in order to achieve financial independence. Their fee-only approach helps their clients build wealth without having to pay outside incentives or commissions. They believe in providing clients with unbiased financial advice.

Mercer Advisors Inc.

Mercer Advisors is one of the leading investment management firms. The firm specializes in advising individuals on their investments. Mercer Global Advisors was named the "Best Private Wealth Management" award winner at the Private Asset Management Awards (PAM). The firm also ranks highly on the SmartAsset list of top financial advisors in Colorado and Denver. Mercer also ranks high on the U.S. Best Investment Advisors list.

Mercer Advisors has an assets under management of over $16.5 billion and is a registered investment advisor in the country. The firm was acquired by Genstar Capital in 2015. It has made significant investments in its service and investment options to better serve clients since then. It also increased the number of tax planning and estate planning professionals. It has increased its regional presence from nine to forty offices. With its recent acquisitions, the company is adding 8,000 new clients.

McGee Wealth Management

McGee Wealth Management is a financial management firm whose goal it is to help clients feel financially secure and confident. The firm serves individual investors, multigenerational families, business owners, and executives. Judith McGee (the firm's founder) was the first woman from the West to receive the CFP title. D. Linette Dobbins is a member of the firm along with Jennifer Curlin Gutridge and Sarah Elise Berry. Advisors are committed in helping clients improve their financial literacy skills.

Since 1990, this firm has been serving Portland Metro. It has about $815 million in assets and offers financial planning, portfolio management, and investment strategies.

Vision Capital Management

Vision Capital Management in Portland, Oregon offers financial advice. Their financial advisors help clients achieve their life goals through 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 provides financial planning and wealth management services. It specializes in tax planning and personal financial planning. The firm helps clients with retirement plans and provides guidance for corporate executives with concentrated stock positions. They streamline processes and identify opportunities to meet clients' goals.

Aldrich Wealth, a fee-only business, focuses solely on the advice of individuals and their families regarding financial planning and investment management. 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.

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FAQ

Why would a company want to hire a consultant for their business?

Consulting provides expert advice about how to improve your business performance. They don't sell products.

A consultant assists companies in making better decisions by offering sound analysis as well as suggestions for improvement.

Consultants often work closely alongside senior management teams to help understand what they need to succeed.

They offer coaching and leadership training to help employees achieve their highest potential.

They may advise businesses on reducing costs, streamlining processes, and increasing efficiency.

How do I attract clients to my consultancy business

Finding a passion area is the first step. It can be anything you like, including public relations or social media. You may need to start small and find a niche market like web design. Once you have discovered the niche, understand what it does. What problems does it solve Why should people use this? And most importantly, how can you help them?

You can also contact businesses directly.

If all else fails offer your services for free at networking events and conferences. You'll meet many potential customers without spending money on advertising, and you'll be able to show off your skills.

Do I really need legal advice?

Yes! Consultants often create contracts with clients without getting legal advice. However, this can lead to problems down the road. For example, what happens if the client terminates the agreement before the consultant's completion date? What happens if the contract stipulates that the consultant must meet certain deadlines?

To avoid any potential problems, it is best to consult a lawyer.

Can anyone become a consultant

A consultant is someone who helps you achieve your goal by providing advice on how to do something better, faster, cheaper, etc.

A consultant may help you solve problems, make decisions, or negotiate with others.

Consultants are often hired for specific projects or tasks.

Consultants are usually paid hourly, daily or per project.

Why would you want to hire consultants?

There are many reasons you might need to hire a consultant.

A specific project or problem may be a challenge for your company.
You want to increase your skills and learn something new
You want to work closely with experts in a certain field
No one else is available to take on the task.
Feel overwhelmed by all the information available and don't know where you should start
You don't have the money to pay someone full time

A word of mouth referral is the best way you can find a competent consultant. Ask your friends and family if they know of any reliable consultants. Ask your friends and family for referrals if you know someone who is a consultant.

If you choose to use online directories such LinkedIn, make sure to use the "Search People” function to locate consultants in your area.

Do I have to pay tax on consulting income

Yes, you must pay tax on the consultancy profits. The amount of your earnings per year will determine the tax payable.

If you are self-employed, expenses can be claimed on top of your salary. These expenses include rent, childcare and food.

However, you can't deduct interest payments for loans, vehicle depreciation or the cost to purchase equipment.

If you earn less than PS10,000 per year, 25% can be claimed back.

However, even if your earnings exceed this threshold you may still be subject to tax depending on whether or not you are a contractor or an employee.

Employers are taxed via PAYE (pay as your earn), and contractors through VAT.

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)
67% of consultants start their consulting businesses after quitting their jobs, while 33% start while they're still at their jobs. (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)
On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)
So, if you help your clients increase their sales by 33%, then use a word like “revolution” instead of “increase.” (consultingsuccess.com)