Ameriprise

Consolidated Financial Management is an independent financial planning firm based in Beaverton, Oregon, specializing in serving the unique needs of high net worth corporate executives. With a focus on executive compensation plans, they help clients understand and maximize their benefits, providing ongoing support and guidance to work towards their financial goals. With a limited client base, Consolidated Financial Management offers a warm and personalized high-touch service, treating clients like family. Their experienced team of professionals is dedicated to providing comprehensive financial planning, investment management, and financial independence analysis, ensuring that clients can confidently navigate their financial journey.Generated from the website

Meriwether Group, based in Portland, OR, serves as a comprehensive resource for founders and business leaders at all stages of their entrepreneurial journey. Offering consulting services, private lending, investment banking, and family office solutions, the company helps clients define their goals and navigate towards success. With a unique approach that blends analytics and artistry, Meriwether Group focuses on identifying opportunities, enhancing value, and delivering tangible results for businesses. Through a client-centric philosophy, the company strives to guide entrepreneurs towards future prosperity and growth.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portland, OR area, Andrew Pollack will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.