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Asset Preservation Wealth & Tax, Financial AdvisorsFinancial advisor in Lake Oswego, OR

Asset Preservation Wealth & Tax, Financial Advisors is a financial advisor at 4800 Meadows Rd Ste 125, Lake Oswego, OR 97035, ranked #28 of 277 financial advisors in Lake Oswego and rated 4.8 from 20 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lake Oswego, ORUpdated 0 paid placements in any rankingHow we rank

Call (503) 446-4300Website ↗

Key facts

Key facts about Asset Preservation Wealth & Tax, Financial Advisors
Address4800 Meadows Rd Ste 125, Lake Oswego, OR 97035Get directions
Phone(503) 446-4300
Websiteapsitaxes.com
HoursMonday and Tuesday: 8 AM – 5 PM; Wednesday: 8:30 AM – 5:30 PM; Thursday to Saturday: 8 AM – 5 PM
Google rating4.8 from 20 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lake Oswego and 11 towns within 25 miles: Tigard, Tualatin, Oak Grove, Milwaukie, Oatfield, Beaverton, West Linn, Gladstone, Sherwood, Oregon City and Portland.

Based in Lake Oswego, ORView on map

Opening hours

Opening hours for Asset Preservation Wealth & Tax, Financial Advisors
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8:30 AM – 5:30 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
Saturday8 AM – 5 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Asset Preservation Wealth & Tax, Financial Advisors

How is Asset Preservation Wealth & Tax, Financial Advisors ranked in Lake Oswego?

Asset Preservation Wealth & Tax, Financial Advisors is ranked #28 of 277 financial advisors in Lake Oswego by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Asset Preservation Wealth & Tax, Financial Advisors’ hours?

Asset Preservation Wealth & Tax, Financial Advisors is open Monday to Saturday. Its listed hours are Monday and Tuesday, 8 AM – 5 PM; Wednesday, 8:30 AM – 5:30 PM; Thursday to Saturday, 8 AM – 5 PM. On Saturdays it is open 8 AM to 5 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Asset Preservation Wealth & Tax, Financial Advisors serve?

Serves Lake Oswego and 11 towns within 25 miles: Tigard, Tualatin, Oak Grove, Milwaukie, Oatfield, Beaverton, West Linn, Gladstone, Sherwood, Oregon City and Portland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Asset Preservation Wealth & Tax, Financial Advisors?

Asset Preservation Wealth & Tax, Financial Advisors has a rating of 4.8 from 20 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Asset Preservation Wealth & Tax, Financial Advisors?

Call Asset Preservation Wealth & Tax, Financial Advisors on (503) 446-4300. The business is at 4800 Meadows Rd Ste 125, Lake Oswego, OR 97035. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Asset Preservation Wealth & Tax, Financial Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Asset Preservation Wealth & Tax, Financial Advisors (this business)—694.8 (20)YesNo
Infinite Heights Wealth Management#26694.9 (40)NoNo8.4 mi
WestPac® Wealth Partners (Lake Oswego)#27695.0 (19)NoNo0.8 mi
Edward Jones - Financial Advisor: Hailey Percival, CFP®#29695.0 (20)NoNo5.0 mi

See all 277 ranked financial advisors in Lake Oswego