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Portland Office

Our Portland Oregon office delivers wealth management services combining national resources with personalized attention tailored to your financial goals.

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Portland Office: 2175 NW Raleigh Street Suite 110, Portland, OR 97210

M-F 8:30 AM - 5:00 PM

Contact Portland Office

2175 NW Raleigh Street Suite 110, Portland, OR 97210

M-F 8:30 AM - 5:00 PM

We Know Portland

Known for its innovative spirit, thriving business community, and commitment to sustainability, Portland attracts entrepreneurs, professionals, and families seeking both growth and balance. Our team understands the city’s distinctive character—from tech leaders and small business owners to creatives and multi-generational households. Whether you’re building and preserving wealth, planning for retirement, or shaping a lasting legacy, our Portland financial advisors deliver thoughtful guidance grounded in local insight and supported by extensive national resources.

Wealth Management Services in Portland

Our Portland financial advisors provide integrated wealth management encompassing investment strategies, tax planning, estate planning, and risk management.

Contact Portland Office

Wealth Management  >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions  >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning  >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning  >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management  >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation  >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Portland

Backed by national resources and local insight, our Portland advisors deliver tailored solutions to help you grow, protect, and enjoy your wealth.

Meet Our Full Portland Team

Recent Insights

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Scott Lenet

Partner

Corporate Venture Capital

Startups Should Not Wait to Hire CFOs

July 15, 2026 - In our experience having funded more than 200 startups as of the second quarter of 2026, venture-backed businesses often treat the CFO hire as a…

Carrie A. Grey and Joshua Norman

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Additional Nearby Offices

Sonoma

651 1st St W

Suite C

Sonoma, CA 95476

Our Sonoma wealth management practice combines national firm capabilities with personalized local service tailored to your financial goals.

Contact Sonoma Office

Seattle (Institutional Consulting)

800 Fifth Avenue, Suite 3900

Seattle, Washington 98104

Serving institutional investors across Washington and the Pacific Northwest, Cerity Partners’ Seattle office is the primary hub of our Institutional Consulting Practice.

Contact Seattle (Institutional Consulting) Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Portland Office

Our Portland office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Portland Office

2175 NW Raleigh Street
Suite 110,
Portland, OR 97210

Contact Our Portland Office

Call Us: (212) 202-1810

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