Lettin Wealth Management Group, Inc

Retirement Planning and Wealth Management Near Bridgeport Village and Tigard

If you live or work near Bridgeport Village, our Lake Oswego office is closer than you might expect — a short drive via Kruse Way puts you in front of a fiduciary team that has been helping Portland-area families plan for retirement since 1987.

– It's Possible –

Why the Transition Into Retirement Is Different

A Financial Advisor Minutes from the Bridgeport and Tigard Corridor

Residents and professionals in the Bridgeport Village and Tigard area often assume they need to drive deep into Portland to find a credentialed financial advisor. Our Lake Oswego office sits just off Kruse Way, making it one of the most accessible options in the southwest metro. Whether you are approaching retirement, managing an investment portfolio, or working through a tax distribution question, you do not have to go far to get a real answer.

Older adult smiling while holding a baby outdoors in warm sunlight
Our Services

Three Service Areas, One Coordinated Team

We work with clients across three core disciplines — and because all three are handled under one roof, the guidance you receive is coordinated rather than compartmentalized.

Simple black outline of a wallet icon on a white background
Black money icon with a dollar sign on a bill.

Investment Management

Retirement is not just a date on a calendar. It is a shift from accumulating money to actually living on it. Our proprietary Replace Your Paycheck framework helps clients in the Bridgeport and Tigard area build a reliable income strategy for the years ahead, so the transition from a paycheck to a retirement income stream is clear and sustainable.

Black icon of a stack of cash with a dollar sign on the front

Retirement & Financial Planning

We build portfolios using Modern Portfolio Theory through three vetted money managers — Matson Money, Efficient Advisors, and Index Fund Advisors. The goal is a disciplined, evidence-based approach that is matched to your risk tolerance and retirement timeline, not chasing short-term performance.

Black cash/money icon with a dollar sign on a banknote

Tax Management & Retirement Distribution Planning

How you withdraw money in retirement matters as much as how much you have saved. Our tax management and distribution planning work helps clients minimize what they owe and keep more of what they have earned.

The Replace Your Paycheck Workbook

Start Before You Ever Visit the Office

Not ready to schedule a consultation? Our free Replace Your Paycheck Workbook is a practical starting point you can work through at home. It walks you through the core questions every pre-retiree should be asking about income replacement, distribution timing, and tax efficiency. Download it, read it, and come in when you are ready — or reach out with questions after you have had a chance to think it through.

Frequently Asked Questions

  • Is your office convenient to reach from Bridgeport Village or Tigard?

    Yes. Our Lake Oswego office is a short drive from Bridgeport Village via Kruse Way. Most clients in the Tigard and Bridgeport corridor find us significantly more accessible than a downtown Portland office.

  • Do you work with clients who live in the Tigard and Bridgeport area, or only in Lake Oswego?

    We serve clients throughout the greater Portland metro, including the Bridgeport Village and Tigard corridor. You do not need to live in Lake Oswego to work with us.

  • What does a first consultation with Lettin Wealth look like?

    An initial consultation is a straightforward conversation about where you are financially and where you want to be. There is no obligation, and we will not push you toward a product or a decision before you are ready. You can schedule directly through our website or call us at 503-925-0554.

  • I'm close to retirement but haven't started formal planning. Is it too late to get organized?

    It is not too late, and the sooner you start, the more options you have. Our Replace Your Paycheck framework is designed specifically for pre-retirees who are ready to shift their focus from saving to building a reliable income plan. Many clients come to us in the final five to ten years before retirement and find that focused planning in that window makes a significant difference.

  • What is the Replace Your Paycheck workbook and how do I get it?

    The Replace Your Paycheck Workbook is a free resource we developed to help pre-retirees think through the core questions of retirement income replacement — how much you will need, where it will come from, and how to structure distributions in a tax-efficient way. You can download it directly from our website at no cost, with no office visit required.
Free Educational Resources

We Publish Our Process. Read It, Watch It, Listen to It.

Our podcast and YouTube video library cover retirement income planning, tax strategy, and investment management in plain language. They are built around the same thinking we bring to every client engagement, so you can evaluate our approach and decide whether it fits how you think before you ever schedule a call.

Black chat bubbles with white text lines on a white background, showing a messaging icon
Have Questions? We Have Answers.

Ready to Talk? We Are Close By.

Our Lake Oswego office is just minutes from Bridgeport Village and the Tigard corridor. If you are ready to start a conversation about retirement planning, investment management, or tax distribution strategy, we make it easy to take the first step — whether that is scheduling a consultation, downloading the workbook, or simply calling us at 503-925-0554.