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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

Multi-Generational Families

Your Family's Wealth Deserves More Than Separate Financial Strategies.

We help affluent families coordinate investments, taxes, estate planning, charitable goals, and family legacy planning through one integrated approach.

Schedule a Conversation

As Wealth Grows, Complexity Often Grows With It

Financial decisions are often spread across multiple advisors and professionals.
Family wealth transfer planning can become increasingly complicated.
Tax and estate planning opportunities are frequently overlooked.
Families want to preserve values alongside financial assets.

The greater the complexity, the more important coordinated advice becomes.

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A Unified Strategy for Family Wealth

We help successful families bring financial decisions together under one coordinated planning framework designed to support today's needs and future generations.

Alignment between investments, taxes, and estate planning
Family wealth transfer strategies
Charitable giving and philanthropic planning
Coordination among trusted professional advisors
Long-term legacy and family governance discussions

Three people smiling at a candlelit dinner table with drinks and food on a patio

Because Family Wealth Is About More Than Money

Successful families often discover that their greatest planning challenges involve communication, coordination, and legacy. We help families align their financial resources with the values and opportunities they hope to pass forward.

Contact

When You're Ready...

A brief conversation can help determine whether a more coordinated wealth strategy could benefit your family today and for generations to come.

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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