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WEALTH WITHOUT WALL STREET | LAKE OSWEGO, OREGON | 503-781-5897 | www.wealthwithoutwallstreet.com
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Wealth Without Wall Street and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
Wealth Without Wall Street was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.
Our Commitment to Our Clients
As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.
As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go. Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.
Setting the Standard for Success
At Wealth Without Wall Street, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future. In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
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WEALTH WITHOUT WALL STREET | LAKE OSWEGO, OREGON | 503-781-5897 | www.wealthwithoutwallstreet.com
©COPYRIGHT 2018. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
We have the expertise to guide you to a
successful financial future one step at a time.
Our unique approach to your growth begins with
getting to know you and understanding your needs.
With great power comes great responsibility, and at Wealth Without Wall Street, we understand that our clients have given us great power over their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
Communication is the cornerstone of a trusting relationship and at Wealth Without Wall Street, we recognize that this is what provides our clients with the piece of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs and creating a plan that fits you best.
In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At Wealth Without Wall Street,, it is our goal to put your mind at ease with some simple proven money management strategies.
Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.
CAN YOU RETIRE COMFORTABLY? CLICK HERE.
WEALTH WITHOUT WALL STREET | LAKE OSWEGO, OREGON | 503-781-5897 | www.wealthwithoutwallstreet.com
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Wealth Without Wall Street and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
The cornerstone of Michael’s business philosophy centers on effectively helping his clients achieve three key financial goals: safe, secure wealth accumulation during their working years, financial independence when they retire and developing a source of tax-free retirement income.
A seasoned financial professional, Michael has been working with business owners, professionals and families for three decades. His focus is on Retirement Planning, Business Planning and Estate Planning.
With all of the economic turmoil in the markets, the country and around the world, its more important than ever to keep your wealth safe and secure . . . but also growing.
Michael received his bachelor’s degree from California State University, Northridge. He earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College in Bryn Mawr, PA. A prominent member of the financial services community, Michael has held offices and memberships in the Industries leading organizations, including: Past President Society of Financial Service Professionals (Harbor Area Chapter), Vice President – National Association of Insurance and Financial Advisors (Long Beach, CA), The Estate Planning & Trust Council (Long Beach, CA), Million Dollar Round Table including the elite Court-of-the Table comprising the top one-sixth of one percent of financial service professionals worldwide. Sharing his expertise, Michael has conducted seminars on Variable Universal Life Insurance, Split Dollar Plans, Selective Executive Benefits, Pension Maximization and Estate Planning.
Michael’s clients include Debbie Reynolds as well as doctors, lawyers, dentists and business owners across the country. Most importantly, Michael’s mission is to help you avoid losing money in the Wall Street Casino, and instead build your wealth SAFELY and SECURELY. Regardless of your financial situation, Michael can help anyone get on the path to become a Safe Money Millionaire and sleep well at night.
Michael and his wife, Raquel, recently celebrated their 30th wedding anniversary. They reside with their daughter, Emily, in Lake Oswego, Oregon. In his spare time, Michael enjoys spending time with his family, playing tennis and traveling.
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WEALTH WITHOUT WALL STREET | LAKE OSWEGO, OREGON | 503-781-5897 | www.wealthwithoutwallstreet.com
©COPYRIGHT 2018. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
Meet the founder of our company, Michael Rich.
With the right services, we help keep
our clients on the road to financial success.
Wealth Without Wall Street was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.
Retirement Goals
Everyone has goals for retirement. Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money. Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies. As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.
401k Planning
What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.
For our complete list of services, give us a call.
Insurance Products
Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.
Education Planning
The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.
Financial Planning
An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have. Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.
CAN YOU RETIRE COMFORTABLY? CLICK HERE.
WEALTH WITHOUT WALL STREET | LAKE OSWEGO, OREGON | 503-781-5897 | www.wealthwithoutwallstreet.com
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Wealth Without Wall Street and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
Contact us here anytime or feel free to give us a call. We look forward to getting to know you.
WEALTH WITHOUT WALL STREET | LAKE OSWEGO, OREGON | 503-781-5897 | www.wealthwithoutwallstreet.com
©COPYRIGHT 2018. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Wealth Without Wall Street and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
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