A complete list of active advisors currently associated with Lookahead Wealth LLC
Warmer can help you find a great advisor at Lookahead Wealth LLC or one who fits your needs even better.
LookAhead Wealth LLC is a fee-only investment adviser that provides discretionary portfolio management to both retail and institutional clients, including institutional cash management accounts. The firm reports managing roughly $45 million in client assets and serves nearly 200 clients through a two-advisor team. The firm constructs customized investment strategies that pair low-cost exposures where active management is unlikely to add value with targeted active strategies, and it emphasizes tailored asset allocation, periodic rebalancing and tax-aware portfolio oversight. LookAhead also advises clients on retirement planning, concentrated positions, college savings and charitable giving, and coordinates implementation with outside professionals such as accountants and attorneys when requested. The brochure discloses that the firm became solely owned as of April 30, 2026, notes that its representatives are engaged in other business activities, and indicates it inherited client contracts from an acquired advisory practice—features that are less common among peers. The firm also discloses a 2025 consent order with the Washington Department of Financial Institutions, including civil penalties and disgorgement to affected clients, a regulatory history prospective clients may wish to review.
To learn more about the advisors currently working at Lookahead Wealth LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Linn, OR
| 3
| |
West Linn, OR
| 9
|
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