CS Wealth Management, LLC

As a modern individual living in a modern world, you are no stranger to life’s complexities. You want to simplify what you have and what you need. To get there seamlessly. Be it planning for the future or investing for retirement, it takes care and guidance to operate with confidence. 

Whether you feel assured, cluttered, or bewildered about your financial path, a financial plan can guide you on your path. 

When you work with the team at CS Wealth Management, you get knowledge and experience to help you make your financial decisions with the confidence you desire, and the peace of mind you deserve. 

Develop a comprehensive map of your financial situation. 

Build an understanding of where you are and where you are going. 

Understand your risks and timeline. 

Invest in your future and your family. 

No plan is one-size-fits-all. With experts by your side, you can develop the path to get you where you want to go. To make your complexity, simplified. 
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

10940 SW Barnes Road #149 Portland, OR 97225 Phone: +1 (971) 350-7576

Primary Office

10940 SW Barnes Road #149 Portland, OR 97225 Phone: +1 (971) 350-7576