Many of our clients reach a point where their financial lives have become harder to manage alone. They’ve built meaningful wealth, but the decisions have grown more connected and complex.
Point Forward Wealth Advisors was founded in 2012. Based in Lake Oswego, Oregon, we work with families and professionals across the Pacific Northwest and more than 20 states.
We serve as a personal CFO for the people we work with, looking at all pieces as parts of a single plan for your future and your family. Our job is to help keep your plan aligned and on track and to make sure you understand the reasoning behind every recommendation.
The result is more confidence, more clarity, and more time to focus on the people, pursuits, and experiences you value most.