A complete list of active advisors currently associated with Vessel Wealth Advisors LLC
Warmer can help you find a great advisor at Vessel Wealth Advisors LLC or one who fits your needs even better.
Vessel Wealth Advisors LLC provides fee‑based portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, and retirement plans, overseeing roughly 36 client relationships with about $32 million in assets under management. Services include ongoing discretionary and non‑discretionary portfolio management, one‑time and negotiated financial plans (including estate, gift, and wealth‑transfer planning), and standalone pension consulting for employer‑sponsored plans. The firm’s investment process emphasizes modern portfolio theory implemented through risk‑based model allocations and may incorporate technical analysis; for clients in the distribution phase it employs a time‑segmented (liability‑matched) withdrawal strategy that can use defined‑maturity ETFs. Vessel Wealth uses the Altruist custodial and model marketplace tools, requires telephone trade instructions, provides non‑discretionary advice on held‑away employer retirement accounts, and counsels clients on securities‑based lending without originating loans. What distinguishes the firm from many peers is its combination of pension consulting with close ties to accounting and insurance activities: the firm’s principal is a Certified Public Accountant and also an independent licensed insurance agent, a structure the brochure discloses as a potential conflict managed in client files. The firm also discloses several practice choices that affect billing and conflicts — it excludes held‑away and client‑directed private securities from billable assets, documents the fee conflict tied to borrowing against pledged portfolios, and makes Altruist platform subscription and model marketplace fees available to clients as separate charges.
To learn more about the advisors currently working at Vessel Wealth Advisors 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 |
|---|---|---|
Portland, OR
| 15
|
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