Retirement Planning and Wealth Management for Portland, Oregon Residents

Many of our clients live in Portland and drive down to our Lake Oswego office — a short trip along I-5 or Highway 43 — to work with a team they've trusted for decades. If you're looking for a fiduciary financial advisor serving the Portland area, you don't need to look far.

Minutes from Portland. Decades of Experience Behind Every Plan.

Lettin Wealth Management Group has been serving clients across the greater Portland metro since 1987. Our office is located in Lake Oswego, easily accessible from Portland's southwest neighborhoods, the Bridgeport area, and most of the city's east and inner-west sides. Distance has never been a barrier for our Portland clients — and for many, the short drive is worth it to work with a team that knows their financial picture in full.

We are a fiduciary firm, which means we are legally required to act in your interest, not ours. Robert Lettin holds Series 7, 24, and 63 licenses along with an MBA in Finance, and our team brings that same standard to every client relationship — whether you're just beginning to think about retirement or already living it.

Three Service Areas, One Coordinated Plan

Portland-area residents come to us with different starting points, but most share the same underlying goal: financial clarity heading into and through retirement. We work across three interconnected service areas to get you there.

We build portfolios using Modern Portfolio Theory, implemented through three vetted money managers — Matson Money, Efficient Advisors, and Index Fund Advisors. You won't find us chasing trends or guessing at market timing. Our investment approach is structured, evidence-based, and built to support a retirement income strategy that can last.

Retirement income replacement looks different for every household — and it looks especially different in a high-cost-of-living market like Portland. We don't apply national averages to your situation. We calculate your number based on your income, your expenses, and the life you intend to live. Our proprietary Replace Your Paycheck framework gives that process a clear, repeatable structure so you can see exactly where you stand and what it takes to get where you want to go.

How you withdraw your money in retirement matters as much as how much you have. We coordinate tax planning with your distribution strategy so you keep more of what you've saved. For Portland-area clients navigating Oregon's income tax environment, this coordination can make a meaningful difference in what your retirement actually looks like year to year.

One Clear Method — Not Another Vague Pitch

The Portland metro has no shortage of financial advisors. What's harder to find is a firm with a named, repeatable framework that tells you exactly how your retirement income will be replaced. Our Replace Your Paycheck workbook and the 25/4 Rule give you a concrete way to understand your retirement readiness — not a generic projection buried in a pitch deck.

If you've met with advisors who spoke mostly in jargon and left you more confused than when you arrived, we'd like to show you a different kind of conversation.

Ready to Talk Retirement Planning Near Portland?

If you're a Portland-area resident looking for a fiduciary financial advisor who can coordinate your investment, tax, and retirement income planning in one place, we're ready to have that conversation. Schedule a consultation at our Lake Oswego office and let's look at your full picture together.