Brent Steinberg

I’m a fourth-generation Portlander with over 30 years of experience helping clients build, manage, and preserve their wealth. I work closely with business owners, professionals, and executives who aspire to achieve a work-optional lifestyle.

To support that vision, our firm has developed and refined a comprehensive approach called The Dynamic Formula — a process designed to connect every piece of a client’s financial puzzle. This panoramic, all-encompassing method coordinates with each client’s trusted advisors and service providers, ensuring that everyone has a complete and aligned financial picture.

I live in Lake Oswego, Oregon, with my wife and our two children. Outside the office, I enjoy CrossFit, golf, fishing, and — most of all — spending quality time with my family.

No strategy assures success or protects against loss.

Check Out Brent's Client Testimonials!