ViewPointe Wealth Management

ViewPointe Wealth Management We provide clients a comprehensive plan unique to their needs and financial goals.

Ours is a holistic approach to wealth management, considering a wide range of factors such as education planning, retirement income, and estate planning.

Where will you live when you retire? Will you rent or buy? What's right for you depends on your unique circumstances and...
08/15/2025

Where will you live when you retire? Will you rent or buy? What's right for you depends on your unique circumstances and goals for retirement. We're here to help you weigh your options when you're ready.

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When it comes to one's educational journey, choosing a major is no small task. Understanding the most sought-after indus...
08/14/2025

When it comes to one's educational journey, choosing a major is no small task. Understanding the most sought-after industries among university students can offer insight into career paths that promise enduring success and financial security.

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Will Social Security be there when you retire? You're not alone in wondering. The good news is it won't disappear, but a...
08/13/2025

Will Social Security be there when you retire? You're not alone in wondering. The good news is it won't disappear, but a lack of action from policymakers will mean major changes to the program in the not-so-distant future. Here's what you should know, and what might come next

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Tried-and-true tips for new investors – no matter the size of their bank account.
03/28/2025

Tried-and-true tips for new investors – no matter the size of their bank account.

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Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones that ...
03/28/2025

Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones that can impact your taxes.

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A million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, but there's goo...
03/27/2025

A million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, but there's good news: You don't have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.

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"If you're already remodeling a kitchen or a bathroom, why not go ahead and make it accessible?" If you plan to age in p...
02/13/2025

"If you're already remodeling a kitchen or a bathroom, why not go ahead and make it accessible?" If you plan to age in place, the best time to create a vibrant home you can grow old with is now.

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Shredding documents that contain sensitive information is an important part of keeping your data safe. Here is a guide t...
02/12/2025

Shredding documents that contain sensitive information is an important part of keeping your data safe. Here is a guide to help you decide what to shred and what to keep.

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Multigenerational travel is becoming increasingly popular. Despite the complexities of planning vacations for diverse ag...
12/12/2024

Multigenerational travel is becoming increasingly popular. Despite the complexities of planning vacations for diverse ages and interests, it's well worth the effort – resulting in memories your family will cherish forever.

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When your family member's memory begins to fade, your role as a caregiver is essential, providing day-to-day support and...
12/11/2024

When your family member's memory begins to fade, your role as a caregiver is essential, providing day-to-day support and planning for the future. Here are some tips for identifying the need and having the conversation.

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Address

22400 Salamo Road #200
West Linn, OR
97068

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15033341056

Website

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