Alexander Reed, Wealth Advisor

Alexander Reed, Wealth Advisor

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Alexander Reed, Wealth Advisor, Financial planner, 10200 SW Greenburg Road, Portland, OR.

Is $1 Million Enough for Retirement in America? 01/02/2022

Deciding where to retire can be a big deal. Where does your dream city land?

Is $1 Million Enough for Retirement in America? The average American needs their retirement savings to last them over a decade. In which cities is $1 million enough to retire comfortably?

03/02/2021

👍🏼

We are honored to be named the Best Place to Work for Financial Advisors by Investment News for the third time!

Being an amazing workplace is all about the incredible internal stakeholders that make up the company. Thank you to all of our Carson Wealth team members for making this place so awesome!

https://bestplacesforadvisers.com/

17 Things You Need to Know About the New Stimulus Package | Carson Wealth 12/23/2020

1 page to summarize 5,593 page New Stimulus Package. Here is what you need to know. Hint: it's more than a $600 check.

https://www.carsonwealth.com/insights/blog/17-things-you-need-to-know-about-the-new-stimulus-package/

17 Things You Need to Know About the New Stimulus Package | Carson Wealth Read more about17 Things You Need to Know About the New Stimulus Package from Carson Wealth. With Carson Wealth, money doesn't have to be complicated.

How the CARES Act Affects You 04/01/2020

HOW DOES THE CARES ACT AFFECT YOU?

While you may have heard about the rebate check most Americans will be receiving, there is plenty more in the CARES Act that impacts individuals and businesses in the U.S.
Learn more about how the CARES Act affects you at our webinar this Thursday at 1PM PT.
Register here: https://attendee.gotowebinar.com/register/4322465388214050317

How the CARES Act Affects You Congress passed the largest economic relief package in history last week. And while you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S. To help you understand the overall impact of the new laws, we’ve ...

Medicare Time – Now What? Things to Know as You Start Out | Carson Wealth Management 03/02/2019

Enrolling for Medicare can be overwhelming. This recent blog may be able to help simplify the process. http://ow.ly/YbPj30nPFhR

Medicare Time – Now What? Things to Know as You Start Out | Carson Wealth Management I'm 65 and ready to enroll in Medicare - how do I get started? Enrollment periods, perscriptions, supplements - let's look as some common questions.

How the Federal Funds Rate Affects Your Personal Finances 03/01/2019

Let’s look at a few of the normal expenses in everyday life and see how they could be affected by rate changes in Washington. http://ow.ly/s2Xz30nPEwr

How the Federal Funds Rate Affects Your Personal Finances You’ve seen the Federal Funds Rates changing in the headlines this last year. Let’s look at how these changes affect your personal finances.

Tax Cuts and Jobs Act Changed Things More Than You Realize | Carson Wealth Management 02/28/2019

The impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Learn more in our latest blog: http://ow.ly/UYIr30nPEp4

Tax Cuts and Jobs Act Changed Things More Than You Realize | Carson Wealth Management The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years.

02/28/2019

Ron Carson with another highlight on the markets

02/27/2019

What is your Family Index Number? Hint: It helps you remain on track toward achieving your objectives at every stage of your life. http://ow.ly/GqY730nPEDG

Carson Wealth Family Index Number Guide We believe advancing and protecting a lifetime of wealth requires a personalized and focused approach that begins with determining your Family Index Number— the individual rate of return you need to achieve your goals and objectives with confidence. 

Tax Cuts and Jobs Act Changed Things More Than You Realize | Carson Wealth Management 02/26/2019

Tax Cuts and Jobs Act Changed Things More Than You Realize: http://ow.ly/rmvJ30nPEiB

Tax Cuts and Jobs Act Changed Things More Than You Realize | Carson Wealth Management The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years.

Weekly Market Commentary February 25, 2019 | Carson Wealth Management 02/25/2019

The S&P 500 added another 0.7% to its impressive gains since late December. Optimism about a trade agreement between the U.S. and China continued to support markets. http://ow.ly/8B0P30nPDpt

Weekly Market Commentary February 25, 2019 | Carson Wealth Management The S&P 500 added another 0.7% to its impressive gains since late December. Optimism about a trade agreement between the U.S. and China continued to support markets. While trade negotiations between the U.S. and China remain the key focus, a number of other key events and data releases are likely to...

Medicare Time – Now What? Things to Know as You Start Out | Carson Wealth Management 02/23/2019

Medicare enrollment can be complicated, but our latest blog may be able to help provide some guidance in getting started! http://ow.ly/Qpqz30nL8Zc

Medicare Time – Now What? Things to Know as You Start Out | Carson Wealth Management I'm 65 and ready to enroll in Medicare - how do I get started? Enrollment periods, perscriptions, supplements - let's look as some common questions.

How the Federal Funds Rate Affects Your Personal Finances 02/22/2019

Federal Interest Rate hikes have you concerned? Let’s look at what you need (and don’t need) to worry about. http://ow.ly/GBx530nLcIg

How the Federal Funds Rate Affects Your Personal Finances You’ve seen the Federal Funds Rates changing in the headlines this last year. Let’s look at how these changes affect your personal finances.

Wealth from Wisdom by Carson Wealth on Apple Podcasts 02/21/2019

Now you can listen to Carson Wealth's radio show, Wealth from Wisdom, on iTunes! http://ow.ly/VBFB30nLevx

Wealth from Wisdom by Carson Wealth on Apple Podcasts Download past episodes or subscribe to future episodes of Wealth from Wisdom by Carson Wealth for free.

Medicare Time – Now What? Things to Know as You Start Out | Carson Wealth Management 02/21/2019

If you're preparing to enroll in Medicare, don't miss our latest blog "Medicare Time- Now What? Things to Know When You Start Out." http://ow.ly/Yttf30nL8O8

Medicare Time – Now What? Things to Know as You Start Out | Carson Wealth Management I'm 65 and ready to enroll in Medicare - how do I get started? Enrollment periods, perscriptions, supplements - let's look as some common questions.

The True Cost of Investing Free Guide | Download | Carson Wealth Management 02/20/2019

Download our free guide on the cost of investing to help you better understand what you're paying for and why + questions to ask your advisor before investing. http://ow.ly/bwUw30nL8ty

The True Cost of Investing Free Guide | Download | Carson Wealth Management Check out our free guide on The True Cost of Investing: Why Fee Transparency is Critical to Determining Underlying Investment Value.

Weekly Market Commentary February 19, 2019 | Carson Wealth Management 02/19/2019

The S&P 500 surged 2.6% on the news an agreement had been reached to avoid a government shutdown and increased optimism about trade negotiations. http://ow.ly/z4LT30nLbsY

Weekly Market Commentary February 19, 2019 | Carson Wealth Management The S&P 500 surged 2.6% on the news an agreement had been reached to avoid a government shutdown and increased optimism about trade negotiations. Global stocks participated in the rally.

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About Alex

Alex Reed has the pleasure to serve his clients as their wholistic Wealth Advisor. He currently holds credentials as a CERTIFIED FINANCIAL PLANNER™ or CFP® Professional & Chartered Financial Consultant® or ChFC®, which demonstrates his passion for financial education. He grew up in NE Portland where he attended Grant H.S., studied Real Estate Finance at University of Denver, and graduated from University of Oregon with a B.S. in Business Administration with a focus in Finance and Supply Chain Management.

Alex’s first financial pursuit was during 7th grade math class, where the class project lead him to follow stock prices to understand statistical patterns. Throughout high school and college Alex sought out opportunities to learn more about personal finance. He discovered that our education system drastically underprepares people for the complex financial world. After graduation, he knew that his calling was to be the financial educator that families need.

His practice has developed to serve high net worth families and businesses to design and implement financial plans tailored to their needs. Wealth management is more than just stocks and bonds, it is about repeatedly making sound financial decisions that create the desired outcome that clients seek. Alex understands the opportunities and risks that the world presents and actively advises his clients about how to navigate them. The key to his success is adaptability and the ongoing pursuit of a being a lifetime student.

Telephone

Address


10200 SW Greenburg Road
Portland, OR
97223

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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