Financial Clarity for Every Chapter of Life
We offer strategic financial planning and investment guidance designed to support your life, your legacy, and your long-term goals.
We believe that education and transparency are the foundation of every strong financial relationship.
Every client receives a customized plan tailored to their values and goals — whether that includes retirement strategies, charitable giving, or multigenerational wealth planning.
Integrated Wealth Services
Clear Risk & Cost Visibility
Know exactly how your portfolio is positioned, what it’s costing, and why.
Tax-Smart Investing
We model after-tax returns, harvest losses when it makes sense, and align investments with your broader tax strategy.
Estate & Legacy Guidance
From “Do I need a will or a trust?” to advanced gifting, we help you protect and pass on wealth the right way.
One Team, One Plan
Strategy, execution and compliance – handled under one roof so nothing falls through the cracks.
Inside Look:
Wealth Strategy
Max Morgan
Lookahead Wealth
A Process Designed for Clarity and Confidence
Intro Meeting: We get to know you — your goals, values, and vision for the future. This sets the foundation for everything we build together.
Planning Session: We review your current portfolio, define your priorities, and identify any gaps or opportunities.
Collaborative Review: You’ll see your plan take shape in real time. We’ll adjust together to ensure everything is clear, aligned, and actionable.
Implementation: We make strategic investment adjustments and coordinate with legal and insurance experts to put your full plan into motion.
Ongoing Partnership: Life changes — and so does your plan. We meet regularly to refine your strategy, track progress, and stay ahead of what’s next.
DISCLAIMER:
Lookahead Wealth is a registered investment adviser in the State of Oregon. IDM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by the State of Oregon. Lookahead Wealth may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Lookahead Wealth’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Lookahead Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as Lookahead Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from ‘Lookahead Wealth’. Individualized direct responses to a prospective client that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption from registration in the state where such prospective client resides. For information pertaining to the registration status of Lookahead Wealth, please contact the United States Securities and Exchange Commission on their website at or the state securities law administrators for the State of Oregon. Access to this website is provided for informational purposes only and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results obtained from any information posted on this website or any third-party website linked to this website.