Lake Oswego Office
Our newest Lake Oswego office opened in 2019. We serve clients in the greater Portland area and Southwest Washington.
Our credentialed team has years of experience working with individuals in the tech industry. We provide advice and long–term planning strategies for complex employee compensation benefits, such as the Mega Backdoor Roth, Deferred Compensation, RSUs, and ESPP offered at companies like Intel, Microsoft, Salesforce, Amazon, and others.We partner with you and your family to create your personal financial plan and customized portfolio to preserve and grow your wealth.
5200 Meadows Road
Lake Oswego, OR 97035
EXPERIANCE OUR PROCESS
If you’re a tech worker looking for greater financial clarity and security and you’re ready to discuss working with Avier, we encourage you to schedule a brief call. Give us a chance to learn about you and your goals, and we’ll help you identify the best next steps towards achieving them.