Tallus Wealth Management

The resources of a large firm, with the attention of a boutique practice.

Financial planner in Lake Oswego, OR (show on map)

5.0

★★★★★

5 reviews

Independent financial services firm providing comprehensive investment management and customized financial strategies.

Call (503) 305-7858

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About

Tallus Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with objective advice and recommendations.

Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. As a full-service financial consulting firm, we offer clients access to an assortment of quality, non-proprietary investment choices. We help clients prepare for retirement, college savings, estate strategy, and long-term health care planning. Securities offered through LPL Financial, a Registered Investment Adviser and member of FINRA/SIPC.

Independent financial services firm — not tied to proprietary products

Combines resources of a large firm with the attention of a boutique practice

Fee-based managed asset plans through LPL Financial

CFP® professional on staff (Ramin Rouhbakhsh)

Objective advice and customized strategies that grow with clients through life milestones

Back-office support through Financial Advocates Investment Management

Services

Investment Management

Comprehensive, fee-based portfolio management through LPL Financial with customized strategies.

Fee-based portfolio management Non-proprietary investment choices Ongoing strategy adjustments

Retirement Planning

Customized retirement strategies addressing both short and long-term goals for a comfortable retirement.

Customized retirement strategies Short and long-term goal planning Confidence-building approach

Estate Planning

Preservation of wealth from generation to generation through thoughtful estate strategy.

Wealth preservation Intergenerational planning Customized estate strategies

College Planning

Planning services to give children a good head start with education savings strategies.

Education savings strategies College funding plans Tax-advantaged account guidance

Insurance Planning

Securing your family's future needs through appropriate insurance coverage and strategies.

Family protection Risk management Customized coverage strategies

Long Term Health Care Planning

Planning for costly health issues to ensure adequate coverage and financial preparedness.

Health care cost planning Coverage strategy Long-term financial preparedness

Credentials & Certifications

CFP® (Certified Financial Planner™)

LPL Financial Registered Investment Adviser

FINRA Member

SIPC Member

Reviews

Rating

★★★★★

Reviews

"Ramin is the ultimate professional."

Frequently Asked Questions

What is the CFP® certification and why does it matter? +

The CFP® certification requires rigorous education (72 Principal Knowledge Topics and a capstone course), a bachelor's degree, passing a 6-hour comprehensive exam, thousands of hours of professional experience, and adherence to CFP Board's Standards of Professional Conduct and Fitness Standards. CFP® professionals act with integrity and put clients' interests first.

What services does Tallus Wealth Management offer? +

Tallus offers managed asset plans (fee-based portfolio management), estate planning, long-term health care planning, college planning, and insurance planning, all through LPL Financial as a registered investment adviser.

Is Tallus Wealth Management a fiduciary? +

As a Registered Investment Adviser through LPL Financial, Tallus operates under fiduciary standards. LPL Financial's mission is rooted in providing objective financial guidance, and its advisors are not pressured to sell proprietary products.

How is Tallus Wealth Management different from a large firm? +

Tallus combines the resources of a large firm with the attention of a boutique practice, offering customized strategies and objective advice without pressure to sell proprietary products.

What should I look for when selecting a financial planner? +

Look for a measure of the planner's commitment to ethical behavior and adherence to high professional standards. Understand how the planner is compensated (commissions, fees, or both) and ensure they will put your needs at the center of every engagement.

Are securities offered through Tallus Wealth Management protected? +

Securities are offered through LPL Financial, a Registered Investment Adviser and member of FINRA and SIPC, which provides investor protection.

What states does Tallus Wealth Management serve? +

Tallus Wealth Management and its LPL Financial registered representatives may discuss and transact business only with residents of states where they are properly registered or licensed. No offers may be made or accepted from residents of any other state.

How can I contact Tallus Wealth Management? +

You can contact Tallus Wealth Management at 16865 Boones Ferry Rd., Ste. 102, Lake Oswego, OR 97035, by phone at (503) 305-7858, fax at (503) 305-7810, or email [email protected].