Financial Investment Team

Financial Investment Team

Categories

Financial ServicesGold Members

About Us

Financial Investment Team (FIT) takes a three-tiered approach to wealth management, integrating Comprehensive Financial Planning, Direct Investment Management, and In-House Tax Planning & Filing to create a fully coordinated financial strategy. Our mission is to serve as your most trusted advisory team, providing tailored, flexible financial solutions designed around your goals.

Our Three-Tiered Approach:

1) Comprehensive Financial Planning – A customized roadmap built around the 11 Wealth Management Strategies, ensuring every financial decision aligns with your long-term vision.

2) Investment Management – Direct asset management designed for tax efficiency, risk-adjusted returns, and strategic portfolio construction.

3) Tax Planning & Filing – In-house tax services that integrate with your investments and financial plan, proactively managing liabilities and maximizing after-tax wealth.

Niche Areas of Focus:
-Business Owner & Executive Planning – Retirement plans (401(k), SEP, Cash Balance), equity compensation strategies, and business succession planning.
-Private Wealth & High Net Worth Individuals – Advanced estate planning, alternative investments, and portfolio tax efficiency.
-Retirement & Income Distribution Strategies – Roth conversions, tax-efficient withdrawal sequencing, and planning for long-term care.
-Tax-Smart Investment Strategies – Capital gains harvesting, tax-loss harvesting, and charitable giving strategies.

Highlights

  • Wealth Management
  • Retirement Planning: Accumulation & Distribution
  • Education Planning
  • Tax Planning & Preparation
  • Special Needs Financial Planning

Images

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Financial Investment Team
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Rep/Contact Info

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Christine Lam
Investment Advisor Representative
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Travis Wesley, MS, CFP®
CERTIFIED FINANCIAL PLANNER® practitioner
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Tualatin Chamber of Commerce
801 SW Nyberg St, Suite 102
Tualatin, OR 97062
(503) 692-0780 hello@tualatinchamber.com
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