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Dougall Conradie LLC

  •  Dougall Conradie LLC: 971-249-9920
  •  Wealth Advisors NW: 971-249-9930
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Dougall Conradie LLC

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    • Wealth Advisors Northwest LLC
    • Dougall Conradie LLC

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

Our Mission

your success is our only mission

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Financial Planning

Building a house with no blue prints would be foolish and managing your finances without a plan is no different.  A financial plan creates a blue print for you to meet your financial dreams and goals. Wealth Advisors NW believes in using a goal-based plan to help you determine what you want to accomplish (your Goals) and what changes need to be made to achieve them.  This approach creates a more realistic outcome as opposed to a cash flow based method which is difficult to project for the long term.  Simply determining what your needs, wants, and wishes are for your future allows us to see if you are on track to achieve them.  If not, then we formulate plans to accomplish them.  You will have a clear idea of what may be needed to achieve your goals and you can decide if the goal is worth pursuing, and what changes need to be made.

Through data gathering, planning meetings, and implementation, we will critique and monitor your financial plan. We rely on the data that you provide us and your plan will only be as good as this data.  That is why the data gathering process is so important.  Once data is received we meet one to two times to confirm, discuss changes that may need to be made, and finalize a plan.  The final plan will include action items that we will work on together over the following year.  From one year to the next we can adjust goals as they evolve and change, track progress, and make changes to the plan as they become necessary.  We act as a partner in assisting you to your destination and a source of encouragement.

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Services

  • Tax Preparation
  • Business Planning
  • Wealth Management
  • Financial Planning
  • Investment Planning
  • Retirement Planning

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PO Box 400
Beaverton, OR 97075

Disclosures

  •  Dougall Conradie LLC: 971-249-9920
  •  Wealth Advisors NW: 971-249-9930
  •  Fax: 5032556186
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WARRANTIES & DISCLAIMERS

There are no warranties implied.

Wealth Advisors Northwest LLC (“RIA Firm”) is a registered investment adviser located in Portland, Oregon. Wealth Advisors Northwest LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Wealth Advisors Northwest LLC web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Wealth Advisors Northwest LLC web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Wealth Advisors Northwest LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Wealth Advisors Northwest LLC, please contact the state securities regulators for those states in which Wealth Advisors Northwest LLC maintains a registration filing. A copy of Wealth Advisors Northwest LLC current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website –www.adviserinfo.sec.gov or from Wealth Advisors Northwest LLC upon written request. Wealth Advisors Northwest LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealth Advisors Northwest LLC web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Wealth Advisors Northwest LLC is Registered Investment Advisor in the states of California, Oregon and Washington. Dougall Conradie LLC is a Certified Public Accountant. Wealth Advisors Northwest LLC and Dougall Conradie LLC share common ownership. Dougall Conradie LLC provides tax and accounting related services to clients of Wealth Advisors Northwest LLC. 

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