Asset Preservation Wealth & Tax

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4800 Meadows Rd Ste 125
Lake Oswego, OR 97035
We are a Wealth Management Firm. What separates us from the others is that we are a complete one-stop financial shop. We do Investing Financial Planning, Tax Planning, Tax Prep, and Estate Planning.

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1.01 reviews
Scott G.
9/15/2025

I filled out their form and got a call from them. I asked about tax strategies and was told that I needed a CPA. There was no further interest in listening to my desires - just "we can't help you....

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