Alex Reed is dedicated to his clients as their holistic Wealth Advisor. He often refers to his clients as “his family” due to the close relationships he develops. Honesty, diligence, and communication are the foundations to his work. He currently holds credentials as a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Chartered Financial Consultant® (ChFC®), & Retirement Income Certified Professional® (RICP®), which demonstrates his passion for financial education.
Alex’s practice has developed to serve high net worth families, entrepreneurs, and business owners to design and implement financial plans tailored to their needs. Alex’s approach to wealth management is more than just stocks and bonds, it is about repeatedly making sound financial decisions that create the desired outcome clients seek. As a successful entrepreneur himself, Alex understands a businessthe business owner mindset and the planning needed to support successful entrepreneurs from start up to liquidity event. The key to his success is adaptability and the ongoing pursuit of learning.
Originally from NE Portland, Alex graduated from University of Oregon with a B.S. in Business Administration with a focus in Finance and Supply Chain Management. Away from the office, Alex prefers being on the water: sailing, boating, kiteboarding, paddle boarding or working on boats. Alex is an active member of Portland Yacht Club and a former Commodore of Corinthian Yacht Club. When not on the water, he can be found hiking, traveling to new destinations, or spending time with his family in SW Portland.