2260 West

Overview

2260 West is an independent, owner-run wealth advisory LLC that focuses on individual and family clients. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers when clients need access to specialists. It operates as a capital allocator, meaning it places client capital with external managers in addition to managing portfolios directly. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. 2260 West is state-registered in Oregon and Washington and lists an accountant among its professional affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices