Pure Portfolios is a modern wealth management firm in Lake Oswego, OR, providing low-fee, personalized services for investing and planning. As a fiduciary, client interests are a standard priority, not an afterthought. With $373 million in assets under management and over 300 households served nationwide, Pure Portfolios emphasizes transparent, accountable fee structures paired with human-delivered advice.
Emphasizing a holistic approach, Pure Portfolios offers collaborative financial plans that go beyond portfolio management. Utilizing evidence-based investing strategies with cutting-edge technology, they craft personalized investment strategies to manage risks, reduce biases, and enhance tax efficiency. From estate planning to tax planning, their services cover a wide range of financial aspects to help clients make data-backed money decisions.
Through a clear commitment to low-fee advice and personalized service, Pure Portfolios aims to bridge the gap between high-cost traditional advisors and cookie-cutter robo-advisors. Their unbiased, straightforward approach is reflected in their client stories of retirement preparation, wealth building, and unbiased financial education, providing actionable steps and unfiltered commentary to help clients make informed financial decisions.
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