Invest With Purpose

Empowering Resources for a Bountiful Harvest

 Invest With Purpose

Empowering Resources for a Bountiful Harvest

Welcome To Collective Wealth Planning Video

Anything Worth Doing is Worth Doing Intentionally

Collective Wealth Planning (CWP) provides proactive, life-centered financial planning.
Through a high-touch, client-first approach, CWP provides the pathway to pursue your unique definition of success.

 

Who We Serve:

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PUBLIC EMPLOYEES

You’re an Oregon PERS employee and are 5-10 years from retirement. You’ve waded through OPSRP, IAP, OSGP, and the myriad of other acronyms that come with our state retirement system. You’re ready for a holistic approach to planning your future.
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RETIREES

Retirement doesn’t mean you’ve stopped growing, learning, and looking for ways to ensure a life of contentment. You want to proactively explore the opportunities and challenges unique to this season of life, including tax planning, legacy planning, and developing a philanthropic philosophy.

Anything Worth Doing is Worth Doing Intentionally

Collective Wealth Planning provides proactive, life-centered financial planning. Through a high-touch, client-first approach, CWP provides the pathway to pursue your unique definition of success.

Welcome To Collective Wealth Planning Video

Who We Serve:

null

PUBLIC EMPLOYEES

You’re an Oregon PERS employee and are 5-10 years from retirement. You’ve waded through OPSRP, IAP, OSGP, and the myriad of other acronyms that come with our state retirement system. You’re ready for a holistic approach to planning your future.
null

RETIREES

Retirement doesn’t mean you’ve stopped growing, learning, and looking for ways to ensure a life of contentment. You want to proactively explore the opportunities and challenges unique to this season of life, including tax planning, legacy planning, and developing a philanthropic philosophy.

Financial Planning and Beyond

  • Oregon Public Employee Planning
  • Saving for Retirement
  • Planning for the Future
  • Asset Allocation and Diversification
  • Financial Planning for Professors
  • Income replacement and cash flow planning
  • Protection Planning
  • Proactive Tax Planning
  • Philanthropic Planning
  • Estate and Legacy Planning
  • Impact and Low-Cost Investing
  • Long-term projections and ‘what if’ scenarios

Financial Planning and Beyond

  • Oregon Public Employee Planning
  • Saving for Retirement
  • Planning for the Future
  • Asset Allocation and Diversification
  • Financial Planning for Professors
  • Income replacement and cash flow planning
  • Protection Planning
  • Proactive Tax Planning
  • Philanthropic Planning
  • Estate and Legacy Planning
  • Impact and Low-Cost Investing
  • Long-term projections and ‘what if’ scenarios

How We Can Work Together

Meeting on your terms (virtually or in person), CWP offers two ways to partner

Financial Planning

Gain clarity on your current financial scenario, set meaningful goals, and co-create a path to get there with our three-month financial planning process.

Wealth Management

Align your wealth with what matters most through wrap-around services that include both financial planning and investment management.

Financial Planning

Gain clarity on your current financial scenario, set meaningful goals, and co-create a path to get there with our values-centered financial planning process.

Wealth Management

Access the resources needed to align your wealth with what matters most through wrap-around services of both financial planning and investment management.

Planning With Vision

Expertise, knowledge, and community connections provide a foundation for your financial growth. We are committed to understanding your needs, money concerns, and life goals.

Planning With Vision

Expertise, knowledge, and community connections provide a foundation for your financial growth. We are committed to understanding your needs, money concerns, and life goals.

Our Affiliations

Our Affiliations

Collective Wealth Planning News

Articles, podcasts, and videos to nurture your financial proficiency

Collective Wealth Planning News

Articles, podcasts, and videos to nurture your financial proficiency

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Let’s Connect

Have questions?
We look forward to hearing from you.

(503) 476-1142
hello@collectivewealthplanning.com

Let’s Connect

Have questions?
We look forward to hearing from you.

(503) 476-1142
hello@collectivewealthplanning.com

Name(Required)