Locally Rooted.
Genuinely Invested.
Financial planning that fits your life. Independent advice from a team that gets to know you.
Irish & Charuhas Wealth Management is a Portland based financial planning firm serving clients nationwide. We work with pre retirees, retirees, business owners, and families navigating big financial decisions, from retirement planning to tax smart investing to passing wealth to the next generation.
We’ve been doing this since 2004, and we’re still independent. That means our advice is built around what’s right for you.
Partnered with
Jim Schaller, Woodstock Tax Service
Northeast Portland’s
Premier Wealth Management Firm
Serving Clients
Since 2004
We Work With You
Approaching Retirement or Already There
You’ve spent decaded building your wealth. Now its time to make sure it lasts, and works for the life you want.Â
Working With a Tax Professional
We partner with tax professionals to make sure your investments and your tax strategy are working together.
Business Owners
Running a business is complicated enough. We help you plan for taxes, retirement, and the eventual transition, so you can focus on what you do best.
Inheriting Wealth
Inheriting can feel overwhelming. We help you make thoughtful decisions so you can honor what was passed down while building your own future.Â
Tax Planning and Financial Planning. Together.
Most people have a tax professional and a financial advisor who never take to each other. We do it differently. Our partnership with Jim Schaller, tax professional and financial advisor, means your tax strategy and investment strategy work together
Your Title Goes Here
HoW We Invest
Your Portfolio Should Match Your Plan
Grow
You’re still building. Focused on long-term accumulation with strategies ranging from conservative to aggressive.
ProtectÂ
You’re getting close. Growth with downside protection built in through hedged equity positions.Â
Spend
You’re living off your portfolio. A cash and liquidity sleeve so you’re never forced to sell at the wrong time.Â
All three approaches include an alternative bonds sleeve – because a basic 60/40 doesn’t always cut it anymore
Tax Planning and Financial Planning. Together.
Most poeple have a tax professional and a financial advisor who never talk to each other. We do it differently. Our partnership with Jim Schaller, tax professional and financial advisor, means your tax strategy and investment strategy work together.
Pints & Planning
Our video series covering financial topics worth knowing about, explained in plain terms. New episodes regularly
About US
Meet the Team
Here at Irish & Charuhas we care about each other and our clients. We are dedicated to knowing and treating our clients as if they are one of our family. We want to get to know all of your financial needs and dreams and provide you with investment services to support you on your financial journey.
