Todd Brundage (CFP®, ChFC®, MBA)

Todd Brundage focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Corporate Executives
  • ExPat and Cross Border Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Elite Wealth Management and Virtual Family Office 

  • Investment Management 
  • Advanced Planning =  Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Gifting
  • Relationship Managment = Team Approach working with Outside Expertise in a Holisitic Manner + Consultative Approach

Clients: Entrepreneurs and Executives

Specialties: 

  • Concentrated Positions
  • Sale of Company + Tranistion Planning
  • Public Comanpany Capital Markets
  • Cross Boarder 

NAPFA Start Date

January 13, 2014

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This Office

1155 SW Morrison St Ste 200 Portland, OR 97205 Phone: (971) 255-0888