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Home
About
Who We Serve
Services
Resources
- Podcasts
- Downloads
- Videos
- Logins
- Blog
Contact

Phone:

Email:

info@lettinwealth.com

Address:

17685 SW 65th, Suite 500

Lake Oswego, OR 97035

Business Owners

You've Built a Successful Business. Now Let's Make Sure the Next Chapter Is Equally Successful.

Whether you're preparing for a sale, succession, or stepping away from daily operations, we help business owners convert decades of work into lasting financial freedom and a clear path forward.

Schedule a Conversation

The Biggest Financial Decision of Your Life Is Probably Still Ahead of You.

Most business owners have the majority of their wealth tied up in their company.
A business sale can create significant tax consequences if planning isn't done well in advance.
Transitioning ownership often involves difficult family, employee, and legacy decisions.
Many owners know how to build wealth but haven't created a plan for life after the business.

Your business has been your focus for years. Now it's time to ensure the wealth you've created supports the future you envision.

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A Coordinated Strategy for Life Beyond the Business

We help business owners make informed decisions before, during, and after major transition events. Our role is to coordinate the financial, tax, investment, and legacy planning conversations that help preserve what you've built.

Maximize after-tax proceeds from a future business sale
Create income and investment strategies independent of your business
Coordinate with your CPA and legal team
Develop succession and legacy plans aligned with family goals
Gain clarity about retirement, philanthropy, and future opportunities

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We've Guided Clients Through Some of Life's Most Significant Financial Transitions

Selling a business isn't simply a financial decision. It's an emotional and personal one. We understand the challenges owners face when stepping away from something they've spent years building and help bring clarity and confidence to the process.

Contact

When You're Ready...

A short conversation can help you understand the opportunities available and determine whether a more coordinated planning strategy makes sense for your family.

Schedule a Conversation

Contact Us

info@lettinwealth.com

17685 SW 65th, Suite 500

Lake Oswego, OR 97035

Locations We Serve

We've been serving pre-retirees and retirees in Lake Oswego, Portland, and the Bridgeport and Tigard area since 1987. Wherever you are in the greater Portland metro, we're close by and ready to talk.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions, nor is it intended to be a projection of current or future performance or an indication of future results. Opinions expressed herein are solely those of Lettin Wealth Management Group, Inc. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

Advisory services are offered by Lettin Wealth Management Group, Inc., a Registered Investment Adviser in the State of Oregon. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any state other than the State of Oregon or where otherwise legally permitted.

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