Arnerich & Massena Assoc Inc

Investment Management, Financial Planners, Financial Planning Consultants

Be the first to review!

Add Hours

33 Years

in Business

Accredited

Business

(503) 239-0475Call

Add Website

Map & DirectionsDirections2045 NE M L King BlvdPortland, OR 97212 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Do you know the hours for this business?

Arnerich & Massena Assoc Inc

Tax Planning
Our team works with you to understand your big-picture goals and objectives. We use an in-depth strategic planning process that takes a holistic, multi-generational view, and then design and implement a comprehensive plan to ensure your wealth is aligned with your intentions and long-term vision. Your wealth strategy incorporates risk management, estate planning, and tax planning, as well as the creation of charitable and philanthropic plans. We help you build your legacy.

View All Services

Provided by

Places Near Portland with Investment Management

Jantzen Beach (9 miles)
Raleigh Hills (9 miles)
Vancouver (11 miles)
Cedar Mill (12 miles)
Beaverton (12 miles)
Lake Oswego (13 miles)
Happy Valley (14 miles)
Rockwood (15 miles)

More Info

Email

BBB Rating

Neighborhoods

Eliot, Northeast Coalition Of Neighborhoods

AKA

Arnerich, Tony

Arnerich Massena Inc

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

GalleryView all (1)

Gallery Image Number 1

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (503) 239-0475

Address: 2045 NE M L King Blvd, Portland, OR 97212

People Also Viewed

View similar Investment Management

Suggest an Edit

Arnerich & Massena Assoc Inc

Tax Planning
Our team works with you to understand your big-picture goals and objectives. We use an in-depth strategic planning process that takes a holistic, multi-generational view, and then design and implement a comprehensive plan to ensure your wealth is aligned with your intentions and long-term vision. Your wealth strategy incorporates risk management, estate planning, and tax planning, as well as the creation of charitable and philanthropic plans. We help you build your legacy.

Investment Management
Reegan Rae brings big-picture perspective to the firm, understanding how to fit together the puzzle pieces of portfolio management, wealth planning, family office services, non-profit investment services, and generational planning to help Arnerich Massena clients build lasting legacies.
Mutual Funds
Glenâ€™s financial industry experience spans more than 20 years, during which he served as wealth advisor and registered investment advisor for Confluence Wealth Management, as an estate planning attorney with Samuels Yoelin Kantor, LLP, and as an inside wholesaler for a handful of Boston-based mutual fund companies in the late 1990s and early 2000s.
Wealth Management
Founded in 1991, Arnerich Massena is a Portland, Oregon independent, employee-owned investment advisory firm servicing wealth management clients and endowments & foundations, providing portfolio management, investment advisory services, and family office services. Focused on client service and investing in change, Arnerich Massena creates portfolios that reflect top-tier research and collaborative expertise cultivated over 30 years. Our mission is to build lasting legacies in service of a greater good.

Financial Planning
As Senior Investment Advisor, Glen develops and executes client investment programs and manages client portfolios. He also advises Arnerich Massena clients in financial planning and specialty areas, serving as a technical expert and resource on matters of estate, wealth transfer, tax, and financial planning. He develops customized cash flow plans based on in-depth analysis of each clientâ€™s unique financial and overall situation, working with tax, insurance, and estate planners to direct the implementation of their strategy. As Advisory Services Manager, Glen oversees projects relating to advisory services.
Asset Management
Clients of Arnerich Massena will never get a cookie cutter portfolio; we make sure you have access to world-class investment managers and ideas. We use a forward-looking approach and proven criteria to identify investment managers who can deliver long-term outperformance. We use modeling and risk analysis to build asset allocation strategies tailored to your objectives and risk tolerance, and then employ tactical shifts to take advantage of market opportunities.

View All Services

Provided by