A complete list of active advisors currently associated with 2260 West

Warmer can help you find a great advisor at 2260 West or one who fits your needs even better.

2260 West provides financial planning, wealth management, and discretionary portfolio management to individuals, families, trusts, estates, and small businesses in Oregon and Washington. Services include personal and business financial planning, implementation and monitoring of investment strategies, and hourly financial consulting engagements. The firm builds client-specific Investment Policy Statements and manages portfolios across stocks, mutual funds, and ETFs using a mix of fundamental, technical, quantitative analysis and modern portfolio theory, with both long‑term and short‑term trading. 2260 West may work with third‑party advisers and uses outsourced back‑office and model portfolio support for selected client accounts. A distinctive feature is the firm’s affiliation with an accounting practice: the firm’s owners are licensed CPAs who also own a local accounting firm, and the advisor discloses overlapping clients and periodic referrals to accounting professionals (with disclosures about the potential conflict of interest and no referral compensation). The adviser also highlights business‑focused planning—acquisitions, succession planning, ESOPs/ISOs, and start‑up assistance—which, together with a relatively small client base and roughly $76 million in assets under management by a four‑person team, suggests an emphasis on integrated tax, business, and investment planning for owner‑clients.

To learn more about the advisors currently working at 2260 West, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.