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Financial Advisor in Portland, Oregon

Discover Expert Financial Advisory Services in Lake Oswego, OR

Welcome to State & Short Wealth Planning, the premier financial advisory firm in Lake Oswego, OR. Our mission is to provide our clients with the highest level of expertise and professionalism.  From investing to retirement planning and everything in between, we’re here to guide you through every step of your financial journey. 

Effective financial planning is crucial in the overall scheme of things. The assistance of a qualified financial advisor and tailored strategies can make a significant difference in securing one's financial future. As a State & Short client, you’ll have access to top financial advisors who will work with you to grow your financial portfolio and meet the goals that you have set out for yourself.

Why Choose State & Shore Wealth Planning?

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Range of Services

Retirement Planning

We pride ourselves on helping our clients develop proactive, holistic retirement plans to acheive confidence and peace of mind. 
State & Shore takes a personalized approach to retirement strategies based on your aspirations and financial realities.

Estate Planning

Estate planning provides the ability to preserve wealth and assets for future generations.
State & Short creates tailored estate plans that minimize tax implications and ensure your wishes are carried out.

401k Rollover

A 401(k) rollover offers many benefits, including consolidating your retirement savings into one account, opening the doors for more investment options, potentially lowering fees and, allowing you to create a more tailored portfolio. 
State & Shore assists clients in making informed decisions during the entire rollover process.

Portfolio Management

Portfolio management establishes and implements strategies for optimizing investments and achieving financial goals.
State & Shore investment strategies include diversification and risk management, to help clients attain long-term growth.

Tax-Efficient Strategies

Tax-efficient financial planning paves the way for investors to minimize their tax burdens and retain more of their earnings to maximize wealth accumulation. 
Our firm provides expertise in crafting strategies that minimize tax liabilities while adhering to legal guidelines.

Risk Assessment and Insurance

Risk management and insurance lead the way to safeguarding against unexpected events.
Our team evaluates risk tolerance and recommends appropriate insurance coverage for your peace of mind.

Education Funding

There are various options available for saving and investing in education funds, such as 529 plans. We can help you pick the one that’s right for you.
With expert help from State & Shore, you can rest easy while creating education funding strategies for your children's future.

Why Work with Us?

Personalized Approach: At our firm, we strongly believe a personalized approach is the only way to properly serve you. Here, your financial plans will be tailored according to your individual needs and aspirations, at any stage of your life.

Expertise: We are here to help take your financial planning to the next level by providing the best financial information available. Our team has acquired extensive experience in the financial industry through years of service, all while staying up-to-date with all qualifications and certifications.

Local Knowledge: Achieving your financial goals is easier when you work with a team that has a deep understanding of your local market of Lake Oswego, OR. With direct access to our team, we can help you grow your portfolio in a way that best suits your needs.

Holistic Planning: Financial decisions are made with the big picture in mind. At State & Shore we cover all aspects of your financial life to ensure you are always informed and able to make the best decisions possible.

Long-Term Partnership: Financial planning isn’t done in a day. We are committed to building lasting relationships with every one of our clients so we can be there to help as circumstances evolve and strategies need to adapt.

Contact Us

You can fill out our online form here. We are happy to provide a complimentary consultation to explore how State & Shore Wealth Planning can support your financial goals. Contact us today to schedule yours. 

Lake Oswego Office
8 North State Street Suite 300
Lake Oswego, OR 97034
Phone: (253) 313-1992

DuPont Office
1100 Station Drive Suite 161
DuPont, WA 98327
Phone: 253-964-9118

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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