Serving the Pacific Northwest with 13 Years of Trusted Financial Guidance
At Tallus Capital Management, we believe strong financial planning is built on both stability and experience. For over 13 years, we’ve helped individuals, families, retirees, and business owners across the Greater Portland Metro area, Central Oregon, and the Pacific Northwest pursue their financial goals with confidence.
Our team brings over 70 years of combined industry experience, giving our clients the benefit of seasoned insight, personalized strategies, and steadfast guidance at every stage of life. Whether you're growing your wealth, planning for retirement, or preparing the next generation, 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 planning your next chapter, we work alongside you to develop a personalized financial strategy that helps you manage your money effectively—and confidently pursue your goals.
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 and focused on what matters most.
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 minimizing tax burdens to protecting what you’ve built and ensuring your legacy is secure. It's all part of a thoughtful strategy designed to reduce stress and bring clarity to your financial future.
Retirees - Plan for a Confident Retirement
After a lifetime of hard work, you deserve the peace of mind 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.
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.
At Tallus Capital Management, we believe true financial success comes from seeing the full picture. That’s why we focus on comprehensive financial planning—aligning your investments, goals, and life priorities into a thoughtful, personalized strategy. Whether you're just beginning your financial journey or preparing for your next chapter, our experienced team is here to guide you every step of the way. Start building your future today with Tallus Capital Management!
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.
