Serving the Pacific Northwest with 60 Years of Combined Financial Guidance
Tallus Capital Management was founded in 2012. For over a decade, we've helped individuals, families, retirees, and business owners across the Greater Portland Metro area, Central Oregon, and clients nationwide pursue their financial goals with confidence.
Our team brings over 60 years of combined industry experience. Our client-centered approach has provided an informed strategy to each one of our clients. Whether you're growing your wealth, planning for retirement, leaving a legacy behind, or developing your business, we're here to help you build a strong financial future.
Individuals - Build Your Financial Foundation
Your peak earning years are the perfect time to establish strong habits that create lasting stability and growth. Whether you're starting your career, advancing professionally, or nearing retirement, we work alongside you to develop a personalized financial strategy that helps you manage your money effectively, and make sure tax-efficient strategies are part of the plan from day one.
Families - Invest in Their Future
We understand that families need financial strategies that work in the real world—simple, smart, and built around your life. Whether you're juggling kids' activities, careers, or planning for college, we’re here to help you stay financially confident through the busiest time of your life.
Our approach is holistic and tailored—we help families create flexible budgets, prepare for major life milestones like college and retirement, and build investment plans that align with their goals. We also look at the full picture, from mitigating tax burdens to preserving what you’ve built and ensuring your legacy is secure. It's all part of a thoughtful strategy designed to help reduce stress and bring clarity to your financial future.
Retirees - Plan for a Confident Retirement
After a lifetime of hard work, you deserve the confidence that comes with a well-planned retirement. Transitioning from a steady paycheck to drawing from your savings can bring uncertainty, but it doesn't have to. We'll work with you to create a retirement income plan designed to support your lifestyle, preserve your wealth, and give you clarity for the years ahead, while coordinating tax and estate strategies so your legacy is protected, not just your income.
Business Owners - Strengthen Your Business Legacy
Owning a business comes with many demands—and financial planning is often left on the back burner. We help business owners lay a solid foundation for growth, protect key employees, and prepare for future transitions. Whether you're expanding your business or preparing your exit strategy, we’re here to help you plan a secure and successful path forward.
We help businesses invest in those that invest in you - your employees. With a variety of retirement plan options available, we can find the right fit for your business and your employees.
