Skip to content
PDX Wealth Management logoPDX Wealth Management logo
Make an appointment
  • Home
  • About Us
    • About Us
    • Matthew Jung
    • Daniel Dunham
    • Kevin Fredrickson
    • Kirsten Kupras
    • Megan Layton
    • What Makes Us Different
    • Why Work With a CFP®
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Families and Individuals
    • Retirees
    • Women Investors
    • Pre-Retirees
  • Our Difference
    • Our Difference
    • Our Process
    • Alternative Investments
    • Banking & Lending Solutions
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • PDX Wealth Management
    5000 Meadows Rd Ste 440 Lake Oswego, OR 97035 T: 503.675.4482
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Markets & Investing
    • Technology & Innovation
  • Media
    • Article
Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Read
Read
Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Markets & Investing
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving

what can we do for you?

Say hello
PDX Wealth Management logoPDX Wealth Management logo
  • PDX Wealth Management
  • 5000 Meadows Rd Ste 440 Lake Oswego, OR 97035
  • T: 503.675.4482
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. PDX Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use