Duell Wealth Preservation
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- Portland, OR
- Duell Wealth Preservation
My firm was founded with the intention of assisting average Americans in every aspect of financial planning, from income strategies to estate optimization.
Address
8821 NW Skyline Boulevard
Portland, OR
97231
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 12pm |
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My Mission
In financial services since 1981, I decided to become fully independent in 1996. It is important to me to be able to represent more than one company. Effective 1/1/2007 I formed my own Oregon Registered Investment Adviser firm, now named “Duell Wealth Preservation”. This is so I can offer fee-only services and true no-load investment products whenever possible. Please be sure to read my contract, fee schedule and disclaimers in Links. I still offer the best available insurance products in Oregon & Washington.
