Wealth Management in Portland

Financial Investment Team (FIT) provides comprehensive wealth management services that focus on preserving the wealth that you've obtained throughout your life, while also finding new ways to make your money work for you. When you need a trusted financial partner for wealth management services in Portland, Oregon, consider Financial Investment Team. Our dedicated professionals will work with you one on one to compose a wealth management plan that will provide you with a clear path to help you meet your current and future financial goals.

FIT's wealth management services include:
• A client centered environment.
• Financial planning services.
• Investment portfolio management services.
• Estate planning services.
• Alternative investment strategies and services.
• Tax planning and tax savings strategies.
• Retirement income planning and services.
• Life insurance, annuities and much more!

Diana LJ Harrison is a Certified Wealth Strategist®, Certified Financial Planner™ practitioner, Certified Divorce Financial Analyst and a Certified Public Accountant. Through the experience and knowledge of Diana and her team, FIT is dedicated to assisting our wealth management clients with a wide range of advisement, planning and investing services. From helping to protect current assets and managing personal wealth, to providing you with state of the art financial planning tools, FIT's focus is firmly placed on the success of our clients. We take the time to get to know you so that we know how to best help you reach your goals.

For more information regarding the wealth management services provided by Financial Investment Team, contact our office today.