Valda Advisors
Valda Advisors, located in Portland, OR, offers a unique advisory platform that integrates investment, legal, and strategic services, catering primarily to high-net-worth clients. The firm prides itself on its personalized approach, fostering long-term relationships while combining the innovative resources of a larger organization with the personalized care typical of a small firm.
Valda Advisors emphasizes an integrated strategy for clients' financial well-being, ensuring that financial advisors, attorneys, and tax advisors work collaboratively towards the same objectives. Their services encompass investment management, wealth and estate planning, risk management, and general counsel, all designed to align with clients' specific needs and goals.
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