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Monday 7am - 3:30pm Tuesday 7am - 3:30pm Wednesday 7am - 3:30pm Thursday 7am - 3:30pm Friday 7am - 3:30pm

North Point Wealth Management

Name: North Point Wealth Management
Address: 7185 SW Sandburg Road St 200, Tigard, OR, 97223, US
Telephone: +19714714414
Price range: Not applicable

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North Point Wealth Management

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Navigating, directing, and aligning our wealth management systems with your personalized goals. Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/16/2026

The answer may depend on your assets, family, privacy preferences, and distribution goals. Some plans use both tools for different needs. Read the blog for a helpful comparison. https://www.northpointpwm.com/blog/wills-vs-trusts-how-to-preserve-your-legacy-and-avoid-costly-mistakes

10/15/2026

The 3.6% cost-of-living adjustment for 2027 will give Social Security beneficiaries the largest benefit increase since 2023.

10/08/2026

Life changes. Markets change. Your financial roadmap should adapt too. Use Financial Planning Month to review what has changed and what comes next. Revisit your plan at northpointpwm.com.

10/07/2026

Investors think of AI as an investment theme—in short, “Is this something I want to put money into, and if so, how?”—but it’s become such an influential one that it’s now viewed as a risk factor, too.

10/05/2026

The choices you make today can help shape the legacy you leave tomorrow. Thoughtful planning begins with one meaningful step. Start the conversation at northpointpwm.com.

10/02/2026

A will can name guardians for minor children. A trust may manage assets for them, but it does not appoint a guardian. Explore coordinated legacy planning at northpointpwm.com.

10/01/2026

A will and a trust serve different purposes. The right approach depends on your family, assets, privacy needs, and legacy goals. Compare the differences in our latest blog. https://www.northpointpwm.com/blog/wills-vs-trusts-how-to-preserve-your-legacy-and-avoid-costly-mistakes

09/30/2026

Stay informed with our latest weekly market commentary, featuring perspectives on key trends shaping today's financial landscape

09/28/2026

The answer depends on your income, tax situation, and long-term goals. Evaluating potential benefits and tradeoffs can help determine if a conversion makes sense. Visit our website to explore your options: northpointpwm.com

09/25/2026

Social Security benefits may be affected by other income sources and tax considerations. Proactive planning can help avoid surprises. Read the blog for key retirement tax insights. https://www.northpointpwm.com/blog

Address

7185 SW Sandburg Road St 200
Tigard, OR
97223

Opening Hours

Monday	7am - 3:30pm
Tuesday	7am - 3:30pm
Wednesday	7am - 3:30pm
Thursday	7am - 3:30pm
Friday	7am - 3:30pm

Telephone

+19714714414

Website

https://northpointpwm.com/

Alerts

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