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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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Wealth Management

Our wealth management service is offered through Wealth Advisors NW and is our most comprehensive offering.  Clients who choose this option can expect the highest level of service in all areas of their financial life. You will have a team made up of a Financial Advisor, Tax Advisor, Client Service Manager, and various other team members to support you.  This team will work together to accomplish your goals through comprehensive financial planning including tax planning, investment management, and tax preparation.  You will have a dedicated service team to ensure your needs are met promptly.

We believe the foundation of your financial success is having a clear plan or road map.  This is accomplished through a goal based financial plan.  Our process is not based on the tedious process of accounting for every penny spent and saved.  Over the long term this is difficult, if not impossible, and generally inaccurate.  We instead look at what is needed to accomplish the goals you have set for yourself.  Once a determination has been made of what is required to meet your goals you can decide if the sacrifices now are worth the reward in the future and choices can be made accordingly.  On a yearly basis, we will evaluate your goals (they do change) and your progress to make sure you are on the path to success.  We believe with a clear plan you will successfully accomplish your goals.

Through the planning process we will evaluate your needs in six key areas: Cash Management, Tax Planning, Protection Planning, Estate Planning, Retirement Planning, Wealth Accumulation.  As a fee-based only financial firm we do not offer commission based products but some client needs may require them.  In these cases, we work closely with professionals that can offer these products while having our support to make sure that you are getting what your scenario requires.  Our fee based approach always places your needs ahead of ours, simply put, we are only successful when our clients are. 

This holistic approach to planning allows us to implement plans through sound tax efficient and low-cost investing.  Based on your needs we have the freedom to use a variety of investment accounts and vehicles for you.  IRA’s, Roth IRA’s, Employer Sponsored Retirement Plans, or taxable accounts will all be used to help you achieve success as you see it.  Because your team includes investment and tax professionals, tax efficiency investment vehicles will always be sought and utilized when possible.  Low-cost tax efficiency is a driving force behind wealth accumulation and it always at the forefront of our plans.

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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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