Wealth Management

Hand flip wooden cube with word wealth to health. Investment in life insurance and healthcare concept

Wealth and Investment Management Strategies

Affluence comes with its own set of needs and challenges. Rothermel Financial Services provides attentive service to help high-net-worth individuals develop effective wealth- and investment-management strategies.

We work in conjunction with your CPAs and attorneys to provide comprehensive wealth-management services. If you desire generational income, estate planning, income tax strategies, or you have philanthropic goals, we can help develop a tailor-made plan for you and your family.

We provide a wide range of services to help you grow and preserve your wealth so you can pass it on to your family and heirs in the most tax-efficient manner. Our Wealth Management services include:

  • IRA Legacy Planning
  • Long-Term Care Policies
  • Asset Preservation Strategies
  • Estate Planning
  • Tax-Saving Strategies

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Our Services

Retirement Planning
Financial Planning
Social Security Maximization
Estate Planning
Tax Planning
Rollover IRA

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Rothermel Financial Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Rothermel Financial Services, LLC and Sound Income Strategies, LLC are not associated entities.

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205 Southeast Spokane Street, #340 Portland, OR, 97202

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You can also call us directly at (971) 404-8662