Integrated Wealth Planning
Financial planning, investments, tax, estate, and insurance services.
Sigma Investment Management Company
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About Sigma Investment Management Company
The Portland office provides comprehensive wealth management for individuals and families through integrated financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and fiduciary trustee services. Its advisors address cash flow, retirement goals, education planning, risk management, beneficiaries, and long-term priorities within coordinated strategies. The practice has experience with executive compensation, restricted stock units, stock options, deferred compensation, and concentrated stock positions. Specialized work includes Oregon and Washington estate tax strategies, multigenerational succession planning, philanthropy, and services for endowments and foundations. Investment management focuses on long-term objectives, risk management, and disciplined portfolio strategies. The business is located at 121 Southwest Morrison Street, Suite 910, in Portland, Oregon.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment Management
Portfolio management aligned with long-term goals and risk management.
Portland Specialties
Expertise includes equity compensation and regional estate tax strateg
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