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Empirical Wealth Management
805 Southwest Broadway, Portland, Oregon, United States
About the Empirical Wealth Management
Empirical Wealth Management is a prestigious finance institution located at 805 Southwest Broadway in the vibrant city of Portland, Oregon, United States. With a focus on providing personalized wealth management services, our team of experienced professionals are dedicated to helping clients achieve their financial goals through data-driven strategies and sound investment advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Empirical Wealth Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos of Empirical Wealth Management
805 SW Broadway #2400, Portland, OR 97205, United States
Opening hours of Empirical Wealth Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Empirical Wealth Management
"The James Roy Foster Foundation started working with Empirical Wealth Management (EWM) through our Charitable Remainder Trust account more than seven years ago. Empirical managed the CRUT for several years before our private foundation received its 501(c)3 status. Once our foundation received the 501(c)3 status, we had to make a few decisions regarding a new attorney, CPA, and possibly investment advisor. Thankfully, the decision to continue working with EWM was straightforward. Empirical works as a Fiduciary, so they legally act in the best interest of their clients at all times. Period. Whether this is providing impartial, ethical, vetted recommendations or working on clients' behalf regarding their business ventures, health needs, estates, or finances. This simple fact, combined with the strong investment/portfolio management we received for years, allowed us to continue the relationship easily and know we were protecting our foundation's assets."
"I have been working with Empirical for a little over 6 years and find them to be one of the best in the industry. They actually practice full comprehensive wealth management. Meaning they deal with my tax planning, retirement planing charitable giving, and estate planning. I have an entire team that services my family…right down to a dedicated CPA, CFP, CFA, EA and estate attorney. I have never found that anywhere else! Hence why EWM has grown a lot over the last 6 years. I believe the firm has tripled during my time which makes sense given the level of care they provide clients. It also explains some of the reviews from unhappy people who don’t understand why they might get new advisors from time to time… Because an advisor who learns a lot unfortunately might leave to go run an office at another firm for a quick promotion or raise. Sadly, this is a short sighted gain for that advisor, but not a negative to EWM. It’s a positive that Empirical is building leaders. Unfortunately a lot of young workers have not learned the advantage of staying at a growing firm and how it can make you career a lot more successful. Professional patience is a virtue, switching jobs for a quick fix isn’t. I have referred several people to EWM and we are all happy."
"By far the best team of financial advisors, estate attorneys, CPAs I’ve worked with!"
"This company has to be the worst on the planet. They lost my account information. Worse than any other financial institution I've ever dealt with. Their customer service is worthless. I'm getting lied to or just forgotten. What a holiday mess this has become. So much for Christmas kids."
"While I was very happy with this company for a couple of years, the amount and frequency of staff turnover in the past four years renders this firm now as unstable - not what you want in a fiduciary."
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