Non-Taxable Investment + Insurance Planning
Financial advocates for entrepreneurs and the technology community.
Headquartered in Portland, Oregon, Roth Advisors partners with strategic advisors in Seattle, Silicon Valley, and Los Angeles, to serve clients throughout the West Coast. Our mission is to help you build and preserve wealth through expertly crafted, non-taxable investment and insurance strategies.
Whether you're an entrepreneur, technology professional, or someone who advises them, Roth Advisors develops tailored plans designed to maximize asset growth while minimizing tax exposure. We bring deep expertise, creativity, and a commitment to excellence to every relationship—delivering personalized solutions that address your unique financial goals.
Contact Us
7409 Tech Center Dr. Suite B125
Portland, OR 97223
info@rothadvisors.com
(503) 455-4420
Areas of Practice
Non-Taxable Investment Planning
When investing your assets, it’s not just about how much you earn — it’s about how much you keep. Even small losses from taxes, if left unchecked, can compound over time, rapidly eroding your wealth and its ability to sustain you at serious risk.
Incorporating a non-taxable investment strategy into your portfolio can mitigate taxes and enhance your wealth. This allows your money to work harder for you, as well as create an ongoing legacy for you and your family.
Insurance + Estate Planning
One of the most misunderstood strategies in the marketplace is the use of insurance products to protect — or hedge — your assets and income. When implemented properly, insurance products can be among the most tax-efficient tools to accumulate, distribute, and protect wealth.
Entrepreneur Benefits Planning
Whether you operate a tech startup, brick-and-mortar business, or offer professional services to such enterprises, two priorities remain constant: growing your business and maximizing wealth. Select executive benefit plans can be strategically designed not only to attract and retain top talent, but also to protect and grow the capital you work hard to build.
“Investment decisions should be made on the basis of the most probable compounding of after-tax net worth with minimum risk.”
– Warren Buffet
Get in Touch
Your financial goals deserve more than a one-size-fits-all approach. Our team brings clarity to complex financial concepts and delivers personalized strategies that allows you to preserve, protect, and grow your wealth. Let’s build a plan that works as hard as you do — connect with us today.