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(503) 828-9447

Wealth Management

Your wealth plan should be based on your individual goals, not some index or benchmark.


We all can agree that most our lifelong dreams will be expensive.  And we know retirement, kids’ college and travel carry the largest price tags.  But do we feel confident our current portfolios are customized to achieve those goals?

Pride Financial Partners believes you play an integral role in building your portfolio.  Rather than you being told what to do with your money, we build a foundation beginning with an education.  With this, we work together to design your investment strategy.  Without understanding why we're saving, we will not truly commit to the work that needs done to work towards our greatest achievements in life.

 

What makes Pride Financial Partners different?

We want you to be confident and comfortable with your financial future.  The global economy and stock market are larger and more complex than ever before.  You have more than 20,000 investments to choose from.  We "pride" ourselves in educating you on the options and how they relate to your goals.  And only once you understand the plan we’ve built together will we take action.

We are truly independent.  Unlike many wealth management firms, we are independent to any one fund family, product type or investment platform.  LPL Financial is an independent Broker Dealer who believes in freedom and flexibility.  This allows us to build the appropriate strategy for you.

You always have options.  Whether you consider yourself a socially responsible investor, a fee conscious investor, an aggressive or conservative investor; we have options for YOU.  The freedom of choice is important when you invest your hard-earned savings.  You shouldn’t have to settle for any less.


Our investment products and services are provided to help you aim towards your financial goals at every stage of your life; whether it's personal or business related, we can help. 

  • Retirement Vehicles - ROTH, IRA, 401k, SEP IRA, SIMPLE IRA, etc.
  • Non-Qualified Brokerage -Mutual Funds, Individual Stock holdings, Bonds, Annuities, CD's, etc.
  • Alternative Investments -Real Estate Investment Trusts (REIT), Closed End Funds, Oil and Gas, etc.
  • Sustainable and Socially Responsible Investing
  • Deferred and Immediate Annuities at variable and fixed rates of return

                              ***Household account minimum of $100,000***



SCHEDULE A CALL (503) 828-9447 or Isaac@pridefinancialpartners.com