US Investors International

Dedicated to Your Success

Financial planner in Portland, OR (show on map)

5.0

★★★★★

2 reviews

A financial services firm offering investment management, retirement, tax, estate, and insurance planning.

Call (503) 286-3549

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About

U.S. Investors International (USII) is a financial services firm based in Portland, Oregon, operating under LPL Financial as a Registered Investment Advisor.

They offer a comprehensive range of wealth management services including investment planning and management, retirement income and distribution planning, tax reduction planning, family wealth planning, estate planning, insurance strategy, and ongoing client services and communications. The firm is process-driven, not product-driven, crafting individualized strategies for each client. They serve business owners and professionals in Southwest Washington and Oregon.

Process-driven, not product-driven approach

Individualized strategies for each client

Comprehensive wealth management

Decades of experience with a dedicated support team

Gold Medal Service events and client appreciation programs

Quarterly newsletters and ongoing education

Services

Investment Planning & Management

Proactive investment oversight including personalized portfolio design, ongoing monitoring, strategic reallocation, and independent advice on 401(k) and employer-sponsored plans.

Personalized portfolio design Ongoing investment monitoring Strategic reallocation 401(k) and employer plan advice Account consolidation Quarterly performance statements

Tax Reduction Planning

Comprehensive review of tax returns to maximize tax reduction strategies, review of tax law changes, and recommendations of tax-advantage investments.

Tax return review Tax law change planning Tax-advantage investment recommendations Complementary tax preparer consultation

Retirement Income & Distribution Planning

Analysis of income needs, estate tax liabilities, and recommendations for funding income needs and appropriate distribution strategies for retirement plans and IRAs.

Income needs analysis Estate tax liability analysis Distribution strategy recommendations Beneficiary analysis

Family Wealth Planning

Analysis of estate plans, assistance with living trusts, guidance on asset transfer, beneficiary review, and long-term care planning.

Estate plan analysis Living trust assistance Asset transfer guidance Beneficiary designation review Long-term care review

Client Services & Communications

Ongoing support and education including quarterly newsletters, regular review meetings, special reports, and exclusive client events.

Quarterly newsletters Regular review meetings Special tax and financial reports Gold Medal Service events Client appreciation programs

Insurance Strategy

A well-structured insurance strategy to help shield loved ones from the financial consequences of unexpected events.

Financial protection planning Shielding loved ones from unexpected events

Credentials & Certifications

LPL Financial Registered Investment Advisor

FINRA BrokerCheck

SIPC

Series 7 License (Craig Lewelling)

Series 24 License (Craig Lewelling)

Series 63 License (Craig Lewelling)

Series 66 License (Craig Lewelling)

Series 7 License (Lacie Walker)

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What services does U.S. Investors International offer? +

They offer Investment Planning & Management, Tax Reduction Planning, Retirement Income & Distribution Planning, Family Wealth Planning, Insurance Strategy, and Client Services & Communications.

Is U.S. Investors International a product-driven or process-driven firm? +

They are process-driven, not product-driven, crafting individualized strategies for each client.

Does USII offer tax or legal services? +

No. Tax and legal services are not offered by USII, LPL Financial, or affiliated advisors. They suggest consulting a qualified tax or legal advisor.

Where are the offices located? +

Portland, OR (12665 SW 69th Avenue, Suite 100, Portland, OR 97223) and Vancouver, WA (Southwest Washington).

Who is the President of U.S. Investors International? +

Craig Lewelling has been President since 2000 and is an LPL Registered Principal.

What credentials does Craig Lewelling hold? +

Craig Lewelling holds LPL securities registrations for Series 7, 24, 63, and 66.

What is Don Houston's background? +

Don Houston joined in March 2020 as an Investment Executive with over 30 years in financial services. He is a former U.S. Marine and U.S. Army Infantry soldier who attended Portland State University.

What does the Client Services & Communications package include? +

Quarterly newsletters, regular review meetings (quarterly, semi-annual, annual), special reports on tax strategies, and exclusive Gold Medal Service events.