Infinite Heights Wealth Management

Empowering you to build a life that you love through professional financial guidance, education, strategic planning, and investment management.

Financial planner in Portland, OR (show on map)

5.0

★★★★★

30 reviews

A financial planning and investment management firm helping individuals and business owners build personalized wealth strategies.

Call (503) 963-6510

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About

Infinite Heights is a financial planning and investment management firm that takes a personalized approach to wealth building. They begin with a client's story, values, and vision, crafting customized roadmaps for financial decisions.

Services include financial planning, investment management, business solutions (retirement plans, succession planning, key person insurance), retirement planning (income distribution, Roth conversions, Social Security), cash management, tax planning, estate & legacy planning, and risk management & insurance. They operate through LPL Financial, a Registered Investment Advisor, and have a separate business entity for tax services (Infinite Heights Tax Strategies). Their first consultation is complimentary.

Complimentary first consultation

Personalized, values-based approach rather than standard models

Deep partnership for business owners aligning personal and business wealth

Certified Plan Fiduciary Advisor (CPFA) for retirement plans

Separate tax services entity (Infinite Heights Tax Strategies) for specialized tax work

Services

Financial Planning

Personalized financial planning starting with your story, values, and vision. Builds a customized roadmap for confident, values-based financial decisions.

Complimentary first consultation Personalized roadmap Values-based approach

Investment Management

Strategic investment management as part of comprehensive financial guidance through LPL Financial.

Registered Investment Advisor through LPL Financial Strategic planning Education

Business Solutions

Aligns business strategy with personal financial life for business owners, covering retirement plans, tax planning, insurance, and succession.

Company Retirement Plans Tax Planning Business Insurance Planning Key Person & Employee Retention Planning Succession Planning

Retirement Planning

Advanced planning for retirement income, stress-testing plans against market fluctuations and healthcare costs, coordinating Social Security, Roth conversions, and Medicare.

Income Distribution Strategies Roth IRA Conversion Assessments Social Security Analysis Health Care & Medicare Analysis Estate Plan Review Long-Term Care Options

Cash Management & Goal Planning

Helps clients manage cash flow and plan for specific financial goals with structured strategies.

Goal-based planning Cash flow management Financial organization

Tax Planning

Incorporates tax considerations into broader financial conversations around retirement, investments, business ownership, charitable giving, and wealth transfer.

Tax-Efficient Financial Strategies Tax Impact Analysis Tax Optimization Guidance

Credentials & Certifications

LPL Financial Registered Investment Advisor

Member FINRA

Member SIPC

CA Insurance License #OL91264

Certified Plan Fiduciary Advisor (CPFA)

Reviews

Rating

★★★★★

Reviews

"And we've actually seen results in just a short amount of time."

Frequently Asked Questions

Is the first consultation complimentary? +

Yes, your first consultation is complimentary. It's a chance to connect, explore your goals, and see if Infinite Heights is the right fit.

What services does Infinite Heights offer? +

Services include Financial Planning, Investment Management, Business Solutions, Retirement Planning, Cash Management & Goal Planning, Tax Planning, Estate & Legacy Planning, and Risk Management & Insurance.

Are tax preparation services offered directly by Infinite Heights? +

Tax preparation and related services may be available through a separate business entity, Infinite Heights Tax Strategies, which is not affiliated with or supervised by LPL Financial.

What is Infinite Heights' approach to financial planning? +

They start with your story, values, and vision, building a personalized roadmap with customized approaches that empower values-based financial decisions at your pace.

Does Infinite Heights serve business owners? +

Yes, they work with business owners to align business strategy with personal financial life, offering company retirement plans, succession planning, key person insurance, and more.

What retirement planning tools and analyses do they use? +

They use advanced planning tools to model retirement income, stress-test plans against market fluctuations and healthcare costs, and coordinate Social Security optimization, Roth conversion assessments, and Medicare analysis.

What is the firm's philosophy on financial planning? +

They believe financial assessments should reflect unique goals, values, and circumstances. They don't simplify; they clarify, helping clients understand strategies that may have felt out of reach.

Who can benefit from Infinite Heights' services? +

They serve individuals, business owners, professionals scaling businesses, and those navigating major life transitions like career shifts, inheritances, or leadership roles with new compensation complexity.