Interactive Wealth Advisors, Inc.
Financial Advisors & Planners | Investment and transition planning Portland Oregon
📍 Portland Downtown, Portland
🏆 11+ yrs
⭐ 5/5 (7 reviews)
I’m a Tax attorney in Portland helping Individuals, Small Businesses, Corporations, Government Entities with Estate Planning, Workers’ Compensation, Civil Litigation.
If you searched for “Tax attorney near 97204”, “best Tax attorney Portland Downtown Portland”, “free consultation Tax attorney Portland”, “affordable Tax attorney Portland”, or “Tax attorney lawyer in Portland”, you’re in the right place.
Office: 121 SW Morrison St #905, Portland, OR 97204
Phone: 5035751953
Website: https://www.interactive-wealth.com/
Status: OPERATIONAL •
Managed by: Interactive Wealth Advisors, Inc.
Image credit: Google Business Profile listing for Interactive Wealth Advisors, Inc.. Image hosted by Google. View on Google
11+
Years
5/5
Average Rating
7
Reviews
English, Russian, Spanish
Languages
About Interactive Wealth Advisors, Inc.
Interactive Wealth is an investment management firm serving Portland, Oregon. Hire our financial advisors and planners today for best transition planning. Interactive Wealth is an investment management firm serving Portland, Oregon. Hire our financial advisors and planners today for best transition planning. Interactive Wealth Advisors, Inc. – Your Trusted Investment Management Firm in Portland, Oregon Are you looking for expert financial advice and planning services in Portland, Oregon? Look no further than Interactive Wealth Advisors, Inc. With a team of dedicated financial advisors and planners, we are here to help you navigate the complexities of investment and transition planning. At Interactive Wealth, we understand that your financial goals are unique to you. Whether you are planning for retirement, saving for your child’s education, or seeking to grow your wealth, our team of experienced professionals will work closely with you to develop a personalized plan that aligns with your aspirations. Our financial advisors are well-versed in all aspects of investment management, offering comprehensive solutions tailored to your specific needs. From analyzing your risk tolerance to identifying investment opportunities, we will guide you every step of the way, ensuring that your portfolio is diversified and aligned with your long-term objectives. But our services go beyond investment management. As a full-service firm, we also provide transition planning services to help you smoothly navigate major life events such as retirement, inheritance, or the sale of a business. Our team of financial planners will work with you to create a comprehensive strategy that addresses tax implications, estate planning, and wealth preservation, ensuring a seamless transition to the next phase of your life. One of the key advantages of working with Interactive Wealth Advisors is our commitment to personalized service. We believe that building lasting relationships with our clients is crucial to their success. Our advisors take the time to understand your unique circumstances, goals, and preferences, allowing us to provide tailored recommendations that align with your values and aspirations. Furthermore, we stay abreast of the latest market trends and investment strategies, leveraging our knowledge and expertise to help you make informed decisions. Our team monitors your portfolio regularly, making adjustments as needed to ensure that it remains on track to meet your financial goals. When it comes to tax planning and compliance, our team includes tax attorneys who are well-versed in the intricacies of the tax code. They will help you navigate complex tax laws and regulations, ensuring that you optimize your tax position and minimize your tax liability. If you are ready to take control of your financial future, we encourage you to contact Interactive Wealth Advisors, Inc. today. Our dedicated team of financial advisors and planners is ready to guide you towards financial success. Call us at +1 503-575-1953 to schedule an appointment and take the first step towards securing your financial future. Keywords: Interactive Wealth Advisors, Inc., investment management firm, financial advisors, planners, transition planning, tax attorney, financial planner, investment service, Portland, Oregon Interactive Wealth Advisors, Inc.. Interactive Wealth is an investment management firm serving Portland, Oregon. Hire our financial advisors and planners today for best transition planning.. Tax attorney, Financial planner, Investment service. Financial Advisors & Planners | Investment and transition planning Portland Oregon. Interactive Wealth is an investment management firm serving Portland, Oregon. Hire our financial advisors and planners today for best transition planning.. . Tax attorney, Financial planner, Investment service. +1 503-575-1953. Portland
Fees: Flexible payment plans available
Amenities: Online appointments,Onsite services,Wheelchair accessible entrance,Wheelchair accessible parking lot,Wheelchair accessible restroom,Restroom,Crowd,LGBTQ+ friendly,Transgender safespace,Appointment required recommended,Other,LGBTQ+ friendly,
Credentials & Expertise
Education & Admissions
- Law School: Georgetown University Law Center
- Bar Admissions: Oregon State Bar
- Years in Practice: 11+
Practice Focus & Clients
Detailed Practice Areas: Estate Planning, Workers’ Compensation, Civil Litigation
Case Types Handled: Bankruptcy, Real Estate Transactions, Business Formation
Client Types: Individuals, Small Businesses, Corporations, Government Entities
Memberships, Awards & Notables
Professional Memberships: Multnomah Bar Association, American Bankruptcy Institute, American Bar Association, Oregon Association of Defense Counsel
Awards: Rising Stars, Best of Portland
Notable Achievements: Successfully represented over 813 clients
In-Depth: How I Approach Your Case
Office, Maps & Hours
Address
121 SW Morrison St #905
Portland, OR 97204
Neighborhood: Portland Downtown
Open on Google,
Directions,
Website
Office Hours
| Monday | 8:00AM-5:00PM |
| Tuesday | 8:00AM-5:00PM |
| Wednesday | 8:00AM-5:00PM |
| Thursday | 8:00AM-5:00PM |
| Friday | 8:00AM-5:00PM |
| Saturday | Friday:9AM-5PM |
| Sunday | Closed |
Amenities (quick view): Online appointments,Onsite services,Wheelchair accessible entrance,Wheelchair accessible parking lot,Wheelchair accessible restroom,Restroom,Crowd,LGBTQ+ friendly,Transgender safespace,Planning,Appointment required,Appointments recommended,Other,LGBTQ+ friendly,
Talk with me today
I serve Portland and Portland Downtown with 11 years in Estate Planning, Workers’ Compensation, Civil Litigation.
Free initial consultation available. Contact our office to schedule an appointment and discuss your legal needs. • Flexible payment plans available • Languages: English, Russian, Spanish


Kris Vargas
2 years agoI randomly requested a consult and Chris Winn got on a call with me which was supposed to be for 15 minutes with no charge. We are not able to work with him at this point but wow, he was so helpful! He spent twice the time with me, listening to the complexities of our financial situation and gave me clear instructions (no charge) regarding how to set things up over the next year. He also gave me an excellent reference with someone that I have an appointment next week with. Chris did not have to spend this much time with me (with no charge) and offer me such great info but he did, he was kind and patient and seems genuinely interested. I am no advising to try to get free info but I do want to share that Chris seems to really have a heart for helping others. I'm glad I got to chat with him and maybe one day in the future I will work with him. Thank, Chris!
Spence Ellis
5 years agoWe have been with IWA for nearly a decade, I cannot recall a time when we were unhappy or wanting to leave. Erik is always great to deal with, whenever there is a question we can always count on a prompt reply. When we need to make a decision he always gives plenty of time and lays out all of our options. While our portfolio is not always increasing we seem to always be doing better than the markets as a whole. I would highly recommend IWA as financial planners
Tina (Teetravels)
5 years agoSwitching up investment advisors is a stressful situation. I found Interactive Wealth searching and reviewing and boy did I hit the jackpot! Erik is an excellent communicator and really makes me feel like I have a say in the decision making process....which of course I should! He has made some excellent decisions that have helped me to make gains and avoid bad losses. My only regret is I didn't find IWA sooner! I highly recommend!
Z Man
5 years agoInteractive Wealth Advisors has managed both my and my mother’s portfolio for years now. Erik’s deep knowledge and savvy investment skills not only protected me from some steep losses over time, but grew my portfolio significantly. There is absolutely no way I could have done that on my own! Erik is an excellent listener and consummate communicator. He never dazzles with too much industry lingo; explains things in plain English so that you can make informed choices. All strategies are developed to align with YOUR goals. You’ll never be pressured into pre-made cookie cutter plans. And all of this with a fee-only structure? This is the way investing should be. You will not regret placing your trust in Erik and the team at Interactive Wealth Advisors.
Cheri De Vries
7 years agoHaving had the opportunity to work with Chris twice now, I would recommend the Interactive Wealth Advisors team 110%! They are knowledgeable, trustworthy and take the time to understand your needs.