Relationship focused. Advice driven.
TRACK Wealth Management
503-620-4208
5285 SW Meadows Rd
Suites 270 + 495
Lake Oswego, OR 97035
At TRACK Wealth Management, we focus on serving successful executives with demanding careers through onsite, one-on-one wealth management and proactive financial guidance.
Working primarily with corporate executives, we help to fully coordinate the often-complex details of our clients’ financial lives. Our process involves coordination of investment management, risk management, equity compensation plans and trading windows, deferred compensation and benefits, and comprehensive planning for what’s next.
We bring the same experience, expertise and dedication to our work with all of our clients—the business owners, individuals and families who also count on us.
TRACK Wealth Management has been recognized as industry leaders
Todd Schroeder, CIMA®
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021 Oregon
Ali Panahpour, CRPC®
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021Oregon
Aaron Kohn, CPWA®
- Forbes Best-in-State Wealth Advisors, 2020, 2021 Oregon
Corporate and executive advisory services
We work primarily with executives, serving as their personal financial advisor. We offer the experience and knowledge needed to address the complexities of your situation, with the high-touch service and performance you expect from your team.
Personal wealth management
Our comprehensive personal wealth planning process addresses the financial goals and needs of affluent individuals and their families. We help you preserve the wealth you’ve earned while helping you navigate life’s transitions.
My Total Picture: Your accounts, all in one place.
Protecting the value of large positions and enhancing investment flexibility
Insights
