Contact Us


Wealth Planning and Management, LLC

Phone - Portland/Vancouver (360) 566 2095 

Please call for an appointment and our address, as we dislike junk mail, so we don't list our address, which is Downtown.
Our office is very near Interstate 5, with easy and free parking.
If you'd like to receive more information or ask a question about our services, please fill out the form below and click the "submit" button.
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©2019 Wealth Planning & Management, LLC. All rights reserved.
Wealth Planning & Management, LLC is a Washington State LLC and a registered investment adviser in the States of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.