about US

Driven by foresight. Built for your partnership.

At Lookahead Wealth, we believe retirement shouldn't be a question mark—it should be the most rewarding and intentional chapter of your life.
At our core, we are a boutique wealth management firm dedicated to helping clients navigate their financial futures with clarity and confidence. We specialize in serving executives, business owners, and successful professionals as they approach and transition into life's next big chapter.

The clients we love working with most are engaged retirees or soon-to-be retirees who view their wealth not just as a number, but as the foundation for their freedom.
Our ideal clients deeply value having a trusted partner by their side—someone who provides high-touch, comprehensive financial planning and strategic asset management tailored to their unique goals. They want to be actively involved in shaping retirement on their own terms, but appreciate the peace of mind that comes from having a dedicated team manage the complex wealth structures and changing market cycles for them.

If you are looking for a true partner to help look ahead and secure your financial future, we would welcome the opportunity to connect.
Max Morgan
Managing Partner
Our Team
Max Morgan
Managing Partner
Max leverages his background and experience across both large asset management institutions and early-stage startups to help executives successfully plan, execute, and define retirement. He is committed to delivering straightforward, actionable roadmaps that empower executives at every stage of life.
Connect with Max
Bo Lyons, CFP®
Wealth Manager
Bo is a CFP® professional with a background in financial planning, holding both a Bachelor's and Master's in Business Administration from Freed-Hardeman University. He focuses on helping clients build plans they can actually understand.
Connect with Bo
Our Office
Rooted in Oregon.
Lookahead Wealth is based in West Linn, Oregon, working with clients across the state and beyond. Wherever you are, we're easy to reach.
West Linn, OR
Lookahead Wealth HQ
1980 Willamette Falls Dr
Ste 260
West Linn, OR 97068
News and Insight from our team.
June 21, 2026
Investing
Resources for Financial Planning
A list of valuable resources for effective financial planning.
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June 20, 2026
Investing
The Importance of Financial Literacy
Exploring the significance of financial literacy in today's world.
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June 20, 2026
Income
The Importance of an Emergency Fund
Why having an emergency fund is crucial for financial stability.
Read article
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Let's talk about what's next.
Whether you have a quick question or you're ready to build a plan, send us a quick message and we'll take it from there.
“I finally feel like I have a real plan, not just a portfolio.”
Sara Stout
Client
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Lookahead Wealth, LLC is a state Registered Investment Advisor in Oregon. Prior to doing business in any other jurisdiction, the firm will ensure all licensing requirements or execptions from licensing are met.

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.