Team profile

Our Mission Statement

To TEAM with our clients and help design a plan that enables them to build and protect their wealth.

Areas of focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Saving for Education
  • Intergenerational Planning
  • Insurance
  • Charitable Giving
  • Estate Planning Strategies

Awards & recognition

  • Point Forward Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Point Forward Wealth Advisors is passionate about partnering with local charitable organizations to benefit the communities we live in. As a team, we have participated in volunteer opportunities at Rose Haven Day Center for Women and Children, the Oregon Food Bank, Doernbecher, the KGW School Supply Drive, and the Oregon Chapter of Make-A-Wish.

We are deeply rooted in the community we live in and understand the importance of being good community volunteers.

Our photos

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