Investment Management

“Rule No. 1: Never Lose Money. Rule No. 2: Never Forget Rule No. 1.” – Warren Buffet

Tactical investment management is a philosophy of working to capture market gains, while stiving to avoid market losses. It is our philosophy that you don’t have to lose in order to gain! At Price Financial Group Wealth Management, we focus on helping our clients find investment solutions that have a track record of success. We help clients create investment strategies that are designed to manage their risks by taking advantage of known market trends, and leveraging effective money managers. Our goal is to build family legacies, reduce income tax liabilities, and create a plan for each client to help ensure a fulfilling and financially worry-free retirement. As part of the Price Financial Group process we provide each client with a clear road map as to how to achieve his or her individual financial goals. Click here to learn more about the Price Financial Group process. Discover what it means to have confidence & peace of mind in retirement. You deserve better.

Eastside Location:
555 SE 99th Ave
Suite 103
Portland, OR 97216
Our New Westside Location:
7105 SW Varns Street
Suite 175
Portland, OR 97223

Email: [email protected]

Toll Free: (877) 50-PRICE (77423)

Local: (503) 253-3000

Price Financial Group Wealth Management Inc. is a registered investment adviser in the states of Oregon and Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. Charles O. Price is Licensed for Insurance in Washington, Oregon, Alaska, Arizona & Virginia.

Chuck Price is not a doctor; he does not hold any sort of doctorate degree and the use of this phrase is not meant to imply special expertise or training or a designation. "Ask The Financial Doctor®" is used to encourage Investors to get a Financial Checkup just like we should all get Physical Checkups from our Medical Doctor every year.