Para Wealth Advisors

Financial Peace of Mind

Financial planner in Camas, WA (show on map)

Independent fee-based wealth management firm and fiduciary guiding clients through life-wealth priorities with trust, transparency, and authenticity.

Call (360) 558-7058

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About

Para Wealth Advisors was founded on the principals of trust, transparency, and authenticity. The firm is an independent fee-based wealth management firm and fiduciary, ensuring client needs and interests are placed ahead of all others.

The team is professional yet approachable, serving as advocates, resources, and thinking partners. They believe when life changes, money changes, and when money changes, life changes. The firm guides clients through life events with clarity and peace of mind, exploring both the technical and personal sides of financial decisions. Services include retirement planning, customized investment strategies, multi-generational family wealth planning, life transitions navigation, estate planning coordination, and risk management.

Independent fee-based wealth management firm

Fiduciary standard ensuring client interests come first

Professional yet approachable team that serves as advocates, resources, and thinking partners

Holistic approach addressing both technical financial strategy and personal/emotional aspects of financial decisions

Derived from the Greek prefix 'Para' meaning beside or alongside, reflecting their process of coming alongside clients

Services

Retirement Planning

Addressing questions about having enough, outliving assets, replacing paychecks, and when to start social security. Explores both the technical strategy side and the personal side of the retirement transition.

Investment Strategies

Customized deeply diversified portfolios with strategic allocation across asset classes, styles, and managers. Incorporates goals, time horizon, and risk tolerance using both active and passive managers.

Family Life-Wealth Planning

Multi-generational planning addressing aging parents' health and financial well-being, saving for children's or grandchildren's education, and strategies to transfer wealth efficiently to the next generation.

Life Transitions

Helping clients navigate major life events such as inheritance, loss of a loved one, divorce, career change, and sale of a business with process and expertise to manage emotions and make sound financial decisions.

Estate Planning

Working with clients and estate planning experts to ensure wishes match estate planning documents including wills, trusts, healthcare directives, power of attorney, charitable giving, family gifting, and tax-efficient generational wealth transfer.

Risk Management

Understanding how life insurance, health, disability, and long-term care insurance fits into the overall plan, assessing exposures and finding cost-effective ways to cover risk.

Credentials & Certifications

SEC Registered Investment Advisor

CFP® (Certified Financial Planner)

CeFT® (Certified Financial Transitionist)

CDFA® (Certified Divorce Financial Analyst)

CFA® (Chartered Financial Analyst)

Frequently Asked Questions

What makes Para Wealth Advisors different from other financial firms? +

Para is an independent fee-based wealth management firm and a fiduciary. Their independence and fiduciary standard ensure client needs and interests are placed ahead of all others. The team is professional yet approachable, serving as great listeners who create a comfortable environment to explore what is most important to clients.

What services does Para Wealth Advisors offer? +

Services include Retirement Planning, Investment Strategies, Family Life-Wealth Planning, Life Transitions support, Estate Planning, and Risk Management.

Is Para Wealth Advisors a fiduciary? +

Yes, Para Wealth Advisors is a fiduciary. As stated on their website, their independence and the fiduciary standard ensure client needs and interests are placed ahead of all others.

Where is Para Wealth Advisors located? +

Para Wealth Advisors is located at 2005 SE 192nd Ave Suite 200, Camas, WA 98607 (Located within Regus).

What is Para Wealth Advisors' approach to retirement planning? +

They address common questions such as whether clients have enough, could outlive their assets, how to replace their paycheck, and when to start social security. They incorporate both the technical strategy side and the personal side of the retirement transition.

How does Para Wealth Advisors handle life transitions? +

They have process and expertise to help clients navigate major life events such as inheritance, loss of a loved one, divorce, career change, and sale of a business. They help manage emotions, understand choices, and make sound financial decisions.