Northridge Wealth Advisors

Vision: To empower individuals to leverage their wealth as a catalyst for life-enriching experiences and meaningful pursuits.

Mission: To guide clients through the intricate landscape of personal finance, enabling them to confidently navigate financial challenges and achieve their unique goals.

North Ridge Wealth Advisors is an independent, fee-only financial planning firm based in Portland, Oregon. Our team of experienced professionals believes financial success should not be a burden, but a journey that empowers individuals to pursue life's passions. We champion transparency, clarity, and collaborative planning to foster trust and empower our clients to make informed financial decisions.

Developing a Personalized Plan

Our approach begins with a thorough assessment of your financial situation, goals, and risk tolerance. We collaborate with you to establish clear and achievable milestones, leveraging our deep expertise in:

• Wealth Growth: Optimizing investment strategies to generate consistent returns without jeopardizing your capital.
• Risk Management: Implementing robust insurance coverage to safeguard your financial security.
• Retirement Planning: Secure and maximize your retirement accounts, ensuring a comfortable and sustainable post-career lifestyle.
• Legacy Planning: Develop a personalized estate plan and charitable gifting strategies to leave a lasting impact.
• Debt Management: Develop a practical plan to eliminate debt and achieve financial freedom.

Our Guiding Principles

At North Ridge Wealth Advisors, we adhere to ten principles that underpin our investment philosophy and client experience:

1. Embrace market pricing

2. Avoid speculation through active stock selection

3. Optimize portfolio diversification

4. Minimize transaction costs

5. Focus on long-term capital appreciation

6. Maintain a conservative asset allocation

7. Review and rebalance your portfolio regularly

8. Communicate openly and frequently

9. Offer clear and concise explanations

10. Maintain a fiduciary responsibility to clients

Join Us on Your Financial Journey

Whether you're seeking to build wealth, navigate retirement planning, or safeguard your financial future, North Ridge Wealth Advisors is here to guide you. Contact us to schedule a complimentary consultation and embark on your journey to financial freedom with clarity, confidence, and purpose.