SKA Wealth Strategies helps entrepreneurs get a handle on their financial lives. From idea to exit, we'll work with you to make sure you've got the right financial infrastructure in place. We understand that early stage founders need to commit 100% of their time, energy and resources to survival and getting to market. The rest of your life doesn't stop, though, and we'll work with you create a foundation you can build on as your success grows. We'll help you ensure your cash flow and debt picture is structured to get you through the lean times, that the people you care most about would be taken care of if something happens to you, and that your business is structured correctly to reduce business risk. Once that framework is in place we'll help you curate your professional dream team of tax, legal and other professional advisors, or collaborate with your team if you've got one in place. As you and your company thrive, we'll develop a plan to manage your investment assets accumulated from cash flow or a liquidity event. And when taxes are due because of an exit we can use our lending strategies to keep more of your money working for you.
We use a personalized process to get to know you beyond the numbers, and develop collaborative strategies to bridge the gap between where you are and where you want to be. Our PDX based team is backed by the planning, investment and investment banking resources of Raymond James, a global wealth management and investment banking firm. Like so many things in Oregon, it all starts with a meeting over coffee to see if we might be the right team to help you and your company navigate success. To start that conversation, email [email protected] or call 503-944-5382.
1120 NW Couch St
Suite 530
Portland, Oregon 97209
Principals
Jason Saunders & Stephanie Kelly & Jeri Richard
Year Joined
2017
