Overview

Our Progressive Asset Managment office, near Portland, Oregon, provides financial advice to individuals, families and small businesses that want personalized, friendly expertise and service.

We bring a unique blend of strengths to the field of financial services with our expertise in socially responsible financial planning and client centered planning. We are members of both Progressive Asset Management and First Affirmative Financial Network. Offering a full range of financial products and services, we believe financial planning should be a top priority for individuals, families and small businesses. Our specialties include:



SOCIALLY RESPONSIBLE INVESTING

We focus on helping interested clients link their financial goals with their personal and social core values and goals. This is often referred to as sustainable investing, stewardship investing, socially responsible investing, or sustainable, responsible and impact (SRI) investing and planning. In the last few years ESG investing has also become a description of investing that takes the environment, social criteria and corporate governance into consideration. Most recently Fossil Fuel Free (FFF) investments or Fossil Fuel Divestment has become a focus for some of the  investors we serve.


CLIENT CENTERED PLANNING
We provide information about investments and planning opportunities so that clients can make informed choices. Many of our clients appreciate the educational aspects of our services.

We are committed to the mission of helping clients achieve their financial planning and stewardship objectives while delivering a high level of client service.


SMALL BUSINESS EXPERTISE
Expertise regarding the various retirement plans and other programs that strengthen small businesses and make them attractive to employees.

PLANNING
Tax planning, retirement planning and estate conservation.

Because many people regard financial planning as complex and confusing, they often miss potentially rewarding financial opportunities. They also take unnecessary risks and fail to  protect their assets.

That's where we can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.

By helping you acquire the information you need to pursue your financial objectives and core values, we aim to establish long and trusted relationships with our clients.

Please contact us for more information: 503 656-1644.


 
 

 

Our commitment
is to help clients reach their financial goals while promoting their core values.

Often these values include peace, justice, responsible business management, stewardship of the environment and avoidance of certain products, industries or business practices.

We use proven methods to help clients identify their values and financial priorities and stay on track.

 

Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.