Services

Plans designed to take you wherever you want to go.

Financial planning, wealth management, tax strategy, and the specialized support you need, all guiding you toward your financial goals.

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Schedule a call

Financial Planning

Wealth Management

Estate Planning

Financial Planning

Every stage of life comes with its own decisions. We build a plan that adapts as you grow, so you always know the next right step, whenever it comes.

including:

Personalized roadmaps
Education and healthcare planning
Goal-based strategies, reviewed and adjusted over time
One plan that connects all areas of your life

Wealth Management

Your wealth should work the way your life does. We build a
portfolio around your goals and risk tolerance, then keep it aligned as markets, priorities, and circumstances change.

including:

A portfolio built around your goals
Generational wealth and legacy planning
Ongoing portfolio reviews and rebalancing
Coordination with your broader financial plan

Estate Planning

The decisions you make today about your wealth affect the people you're building it for. We help you put a plan in place that reflects your wishes and protects what you've built.

including:

Wills, trusts, and beneficiary planning
Wealth transfer and legacy strategy
Coordination with your estate attorney and tax advisor
Planning that accounts for changing family circumstances

OUR MISSION

“Our goal is to build deep partnerships with our clients, and our strongest relationships are with those who look to us as their personal CFO. Because your financial model must adapt as your life changes, we are here to proactively alert you to your options and help guide you through those transitions with insights you might not otherwise have.”

Max Morgan

Managing Partner

frequently asked questions

How do we get started?

Our typical engagement starts with a conversation- book a time in the calendar below or give us a call. We’ll figure out what problems you are trying to solve and whether we are the right fit for that solution

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What should I bring to a first conversation?

The more information you have about your goals, challenges and roadblocks the better. That said, in the first conversation you don’t need to bring anything with you.

Do you work with clients with large estate tax issues?

Yes, we do. A good number of our clients are facing state and federal estate tax issues. We work in tandem with their estate planning team to ensure structure is sufficient to deal with that. In special cases, we ensure the right amount of liquidity—via insurance or cash—is ready for those issues when they arise.

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How often will we meet once a plan is in place?

At the very least once a year. Some of our clients like to meet quarterly, some once a year. The idea is to serve our clients where they are at. Checking in and updating the plan is something we offer to all out planning clients.

What if my situation changes?

We know your situation will change, so then will your plan. Our plan is a dynamic and ever changing one. Our job is to get you information to make informed decisions as life changes, we anticipate and expect that.

Do you work with clients outside Oregon?

Yes, we have clients all over the country and are comfortable working with our clients remotely, in some ways we are built for that.

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How are your fees structured?

We do well when you do well. Our fees are straightforward and decline with account size. You can find our fee schedule here.

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.