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Comprehensive Financial Solutions Tailored for You

TUFTS WEALTH MANAGEMENT

OUR MISSION

Tufts Wealth Management is dedicated to guiding you through the complexities of wealth management with clarity and purpose. Our customized solutions are designed to align with your goals, safeguard your assets, and grow your financial future — all while providing exceptional service and trusted expertise.

SERVICES

​From investment management to retirement planning, we provide expert financial guidance tailored to your goals. Click below to see how we can support your financial future.

Click Here To Learn More

Investment Strategies

Mutual Funds, Annuities, Stocks & Bonds,
Insurance, Alternative Investments

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Risk & Wealth Management
Personalized Financial Blueprint

Retirement Planning

IRA, Roth IRA, 401k, Individual 401k, SEP IRA, Simple IRA

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Wealth & Liability Asset Allocation

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Wealth preservation in volatile financial markets

Financial Planning

College: 529 Plan, Education IRA, Custodial
Accounts, College Planning

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Estate: Second to Die Insurance, Trusts

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Insurance: Life, Health, Disability,

GET STARTED NOW

Click HERE
to schedule a FREE consultation

Tufts Wealth Management

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A goal without a plan is just a wish

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📍 Office Address: 31960 Sw Charbonneau Drive, Ste 101 Wilsonville, OR 97070
📞 Phone: (503) 314 1948
✉️ Email: wtufts@tuftsfinancial.com
               stufts@tuftsfinancial.com
               Ken@tuftsfinancial.com

Disclosure:

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and Advisory Services offered through Centaurus Financial, Inc., a Registered Investment Advisor, Member FINRA and SIPC. Tufts Wealth Management, Inc and Centaurus Financial Inc. are not affiliated.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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