Services for Individuals, Families & Trusts

Windham offers wealth management services to individuals, families and trusts. Our methods are fully transparent and easily understood. Our proprietary, 360˚ service model ensures that we are 100% accountable to you. Everything begins and ends with you.

Income Tax-Free Retirement

We strive to help our clients to enjoy a retirement free from income taxes. Yes, it can be done! You’ve worked hard. You’ve paid thousands in taxes over the course of your working years. Your golden years should be free from the burden of taxes.

When we say tax-free, we mean tax-free - no taxes on gains, interest, dividends or distributions. And, importantly, tax-free means no impact on your adjusted gross income, which means no taxes on social security. A truly tax-free retirement!

Your financial life is divided into 3 distinct phases: Accumulation, Transition and Distribution.

During the Accumulation phase, you're working, saving for retirement, and paying taxes. We can help prepare for retirement by allocating assets to tax-free vehicles as early as possible.

During the Transition phase, you are strategically and thoughtfully repositioning assets out of taxable and tax-deferred accounts and into tax-free vehicles.

During the Distribution phase, you are enjoying the fruits of your labor with a bountiful retirement free from income tax.

Wealth Management for Individuals

Our Wealth Management Plan focuses on 8 key areas of your life. Your Wealth Management Plan is a dynamic document that changes over time as your life changes. Your plan is full of useful information that will tell you exactly where you are, and where you're going, on your financial journey.

The first and most essential piece of your Wealth Management Plan is your Connections. These are the principles, goals and personal legacy that will inform every decision in your Wealth Management Plan. After establishing your Connections, we focus on these other aspects of your wealth.

Investments – Grow your assets by choosing an investment portfolio that will meet your needs and goals, while being mindful of risk.

Risk Management – Protect your wealth, family, and legacy from catastrophic events.

Retirement Planning – Ensure that your golden years are financially secure by planning a retirement free from income taxes. As you near retirement, we'll help you transition assets out of taxable and tax-deferred accounts and into income tax-free accounts.

Titles & Beneficiaries – Correct titling of assets and account beneficiaries to ensure a quick, tax-efficient asset transfer.

Tax Planning – Develop a plan to reduce your lifetime tax bill. We will work with your tax professional to make our efforts consistent with your tax plan.

Estate Planning - We will work with your estate attorney to make sure our efforts support your estate plan.

Philanthropy – Use your wealth to make an impact on our world, and leave a positive legacy.

This site is only intended for clients and interested parties residing in states and countries in which Windham Wealth Management is qualified to conduct investment advisory services.
Windham Wealth Management is a registered investment advisor located in Portland, Oregon. Windham Wealth Management may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients, Windham Wealth Management’s web site is limited to the dissemination of general information. Windham Wealth Management does not provide personalized investment advice through this website.