Private Client Wealth Management in Portland - SW Garden View Ave, OR
Your life, our guidance. Better outcomes together
Private clients receive concierge-level service and a suite of sophisticated strategies designed to help you keep more of what you’ve earned and preserve your legacy for future generations.
Recognized by the Best
Image
Image
Barron’s: Awarded 9/11/2026 for 6/30/25-6/30/26. USA Today: Awarded 4/15/26 for 2/28/21-1/31/26. FA Magazine: Awarded 6/10/26 for 12/31/24-12/31/25. Paid for logo use.
Bespoke solutions
Private Wealth Management Services
Our team is equipped to help orchestrate your financial plans, from short-term ambitions to lasting legacy. Following are specific wealth management services we provide for our private clients.
01
Investment & Portfolio Services
02
Estate Planning
03
Trust Administration
04
Tax Planning
05
Tax Preparation
06
Risk Management
07
Retirement Plans
08
Charitable Giving
09
Employee Benefits
I don’t sweat the market bumps because I am confident that if there is financial growth to be found, or losses to be minimized, my team can do it.
– Carol Jacobs
No compensation was given for this testimony.
The whole Wealth Enhancement organization instills confidence that our finances are in the best place and managed well, in accordance to our goals.
– Bryan Fredrickson
No compensation was given for this testimony.
Wealth Enhancement has simplified my life by provide the comprehensive expertise needed at this pivotal time in our lives.
– Kathy Van Roeke
No compensation was given for this testimony.
What separates Wealth Enhancement advisors is their personal touch. The interplay between wealth accumulation and dissipation helps guide our financial plan for the long run.
– Mark L., Private Client
No compensation was given for this testimony.
We have been with Wealth Enhancement for over 25 years. It was a *great decision on our part* as we would never be in the financial shape that we are today without them.
– Janet Williams
No compensation was given for this testimony.
Why Wealth Enhancement
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.
Insights
Featured Wealth Planning Perspectives
Get the latest wealth management tips and trends from our library of articles and resources.
Financial Planning
Cybersecurity & Client Data Protection: How We Safeguard Your Information
Oct 16, 2026