Hines Warner Wealth Management assists affluent families and business owners protect and steward financial assets. The firm is an independent registered investment advisor located in Portland, Oregon, serving clients all over the United States. As a fee-only practice, we accept no commissions on any investment products or services recommended, allowing clients to rest assured that we are always acting in their best interests.
Why We are Different:
We are holistic and “planning centric” wealth managers who see the bigger picture, and hold ourselves and clients accountable to goals through regular progress checks.
We are collaborative and work with the client’s entire advisory team so that the most comprehensive strategies are developed and the client benefits from varied expert opinions.
We have done it - we not only have extensive experience as investment managers, we are also business owners with a rich history of executive management and strategic planning in both small and large companies.
Specialties
Wealth Planning, Investment Management, Estate Planning & Philanthropy, Small Business Consulting
