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Portland Wealth Management is No Longer Exclusive to Billionaires

Most Portland wealth management focuses solely on brokerage, but completely misses at least 29 other areas. Our comprehensive family office services give you convenient access to 70+ professionals usually only afforded by billionaires.
Serving Greater Portland and Southwest Washington area’s 2.2M residents spanning West Linn, Lake Oswego, Southwest Hills, Pearl District, NW Hillside, Bethany, Eastmoreland, and beyond, for all of your Portland wealth management needs.
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Case Study

How We Helped a Couple Save $160,000 in Taxes After a Big Whoopsie!

Break Into the Top 2%

According to a recent Spectrum study, 78% of high-networth clients expect “wealth transfer advice” and “trust services” from their advisors, but only 2% receive it.
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Making Billionaire Family Office Services Attainable for Everyone

To grow and retain your wealth today and for generations to come, you’ll need a team of experts comprised of attorneys, accountants, financial advisors, risk mitigation specialists, and business advisors.

The full-time in-house employment of all of these professionals for wealth management is known as a “family office,” and it’s usually reserved for billionaires because hiring all of these services individually could break your bank.

Plus, do you have the time and know-how to assemble this team?

That’s why we’ve done it for you!

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Our Wealth Management
Solutions Are for You if You Want…

Protect Your Wealth
Your Wealth to Be Protected
We go beyond expectations, helping you structure and preserve your wealth in this lifetime and beyond.
Team of Professionals
Access to a Team of Professionals
Our family office services give you convenient access to all the accountants, lawyers, and advisors you need.
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To Ward Off Issues Before They Happen
With our proactive and holistic guidance, we’ll plan ahead so you and your family always end up on top.
«We’ve assembled 70+ professionals in our family office so you have all the wealth guidance and support you need to ensure your legacy wealth is secured for you and your family.»
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Trusted by Portland Business Owners

“They were quick to get back to us and set up an in person appointment to discuss final taxes on an estate. The office was professional and in a great easy to get location.”

Doddie Dunbar

“We have had our taxes done here for many years. They have always been professional and provided excellent customer service.”

Rhiannon O'Brien

“Tim is wonderful. Easy to work with and very thorough, saving me money on my business taxes. I wouldn't use anyone else.”

Tessie Adams

CPAs With a Passion for Family Office Services

Established in 1964 in Portland’s Hollywood district, this firm already offered extraordinary tax planning services. Since then, I have evolved our firm beyond the typical accounting solutions to include estate planning and wealth advisory because I wanted to take care of my family’s legacy wealth and help others do the same.

Over the years, clients have passed away and I’ve seen the disaster it creates for those who don’t have a plan in place. I truly want better for you and your family.

I know what good estate planning looks like for a bereaved family. It takes unnecessary stress off their plate and leaves them in a very good situation for decades.

On behalf of my family and our amazing team at Downing & Co, I look forward to working with you so you can save in taxes today and ensure your legacy for the future.

Tim Downing

Tim Downing Signature

Tim Downing, CPA | Downing & Co.
Managing Principal

We’re Not Your Average Portland Wealth Management Firm. Here’s What You’ll Get When You Hire Us…

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Close to 0% Tax Liability
Our family office wealth management services will ensure your tax payments are as close to $0 as possible, so you can keep more of what you worked so hard for.
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Up to 10x ROI
Your results are our success, so we design our wealth management solutions to generate at least a 3x return on investment, and in most cases, we hit a 10x ROI.
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Streamlined & Convenient
Our comprehensive team of 70+ experts provide a holistic strategy that includes: legal services, wealth management, tax planning, risk mitigation, and business advisory.

Our 5 Phases of
Proactive Planning

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Proprietary Client Interview
Customized Proactive Action Plan
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Wide Access to Experts
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Check Ins

Meet Your Portland CPA Team

Tim Downing, CPA

Tim Downing, CPA

Managing Principal
Jeannie Ryall, EA

Jeannie Ryall, EA

Tax Manager
Dachelle Hattan

Dachelle Hattan

Tax Accountant
Bob Coleman

Bob Coleman

Team Strategist
Lee Schwartz

Lee Schwartz

Advanced Planning Team Lead
Shirley McArthur

Shirley McArthur

Office Manager
Angie Tosa

Angie Tosa

Administrative Assistant

Your Comprehensive Family Office
Wealth Management Services

Personal Planning Focus

Financial Planning

✓  Investments
✓  Retirement
✓  Social Security 
✓  College Expenses
✓  Safe Money Options

Advanced Planning

✓  Personal Tax Reduction 
✓  Asset Protection Planning
 Wealth Transfer Advisory
 Tax Advantaged Wealth

Legacy Planning

✓  Trust Planning
✓  Estate Planning 
✓  Charitable Planning

Insurance/Risk Management

✓  Risk Management
✓  Life Insurance
✓  Personal Health Insurance
✓  Long Term Care
✓  Disability Insurance

Business Planning Focus

Business Strategy

✓  Business Direction/Vision
✓  Business Growth
✓  Leadership Skills
✓  Culture & Accountability
✓  Succession Planning

Business Finance/Costs

✓  Financing Options
✓  Reducing Operational Costs
✓  Business Tax Strategies

Business Protection/Risk Management

✓  Buy-Sell Agreements
✓  Key Man Coverage
✓  Property & Casualty Insurance

Employee Benefits

✓  Reducing Health Costs
✓  Employee Retention
✓  Employee Retirement Plans

Book a Free

We’ll start your journey through our proprietary client interview process to review your unique situation and develop actionable recommendations that meet or exceed your tax, bookkeeping, or estate planning needs quickly and conveniently.

Fixed Fee

No Surprises

We believe in full transparency and respect, which is why we offer a fixed fee for our accounting and bookkeeping services.
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