LP Directory

Defined Wealth Management is a wealth manager based in Beaverton, US. Founded in 2020. Reported AUM: $173M.

Capitol Family Office (CFO) is a multi-family office based in Beaverton, Oregon. Established in 2011, the firm provides investment advice, financial and family office services. The firm specializes in tax, law, lending, insurance, banking, and real estate. They offer the services of a multi-family office including access to professional money management, comprehensive financial planning, investment advice, insurance and many other capabilities to a select clientele. Our mission at Capitol family office is to help you take back control of your finances and achieve your goals. We do this by taming the complexity in your finances, providing education and access to professional resources, as well as proactive service.

Cascadia Financial Planner is a wealth manager based in Beaverton, US. Founded in 2007.

Freedom Family Office is a Multi-Family Office based in Beaverton, Oregon. Established in 2020, the firm provides personalized wealth advice for entrepreneurs to convert their net worth into predictable passive income. The assets of the firm are managed by the executive management team.

Physician Family Financial Advisors is a family office - multi based in Beaverton, US. Founded in 1998.