Values, Vision and Wealth

We design, implement and maintain custom-tailored wealth management strategies and solutions for affluent families, business owners, highly compensated professionals, and those who are facing a significant life transition.

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Upcoming Events

We are educators and focused on telling you the truth about the markets and about investing. We provide a variety of learning opportunities to help increase your financial IQ.

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How to Be Your Best

When you are random with your thoughts and actions, mediocrity can result in lost opportunities. We believe in a process that can help you to be your best. We’ve used this process to help hundreds of clients pursue their financial goals.

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33Years in Business
464Successful Families Guiding
184Years of Collective Industry Experience

About Wayne

My purpose is to help you find contentment and happiness in living a simpler, but more successful financial life.

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The Truth Project Book

Wayne von Borstel, CFP® ChFC®, CLU, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts.

The Truth Project book cover

Upcoming Events

Tax Cuts and Jobs Act
Third Quarter Investor Meeting
6:00 pm - 8:30 pm
8235 NE Airport Way, Portland, OR 97220
Exclusively for clients and invited guests. Increase your Financial IQ with presentations provided by Wayne von Borstel and expert guest speakers. Announcements & Updates Craig R. Smith, CLU®, ChFC®,CFP® Stay updated with what...
Separating Myths from Truth 7/18/2018
6:00 pm - 8:00 pm
9955 SE Washington, Suite 105, Portland OR 97216
Macroeconomic Views
6:30 pm - 7:30 pm
Attend from the comfort of your own home.


Free Second Opinion

Financial decisions are hard to make. Our VISION TO WEALTH PROCESS™ can help. Please provide your name and contact information and we will be in contact with you shortly to schedule your free second opinion.

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