Interactive Wealth Advisors, Inc.

Portland, Oregon

5.0 (7 reviews)
Call (503) 575-1953 Visit website →

About

Interactive Wealth Advisors is a fee-only registered investment advisor based in Portland, Oregon that serves busy professionals and executives in high-tech industries nationwide. The firm offers financial planning, investment management, tax planning, estate planning, and wealth management services through its PlanCycle90 process. As a fiduciary, the firm operates independently without insurance, real estate, or affiliate product relationships that could create conflicts of interest, and follows fee-only standards set by the National Association of Personal Financial Advisors.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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