
Inbundance Wealth Management
Inbundance Wealth Management is a unique wealth management firm that helps clients achieve financial peace of mind through a customized approach focused on education, connection, and freedom.
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Inbundance Wealth Management is a financial services firm that provides insurance and investment advisory services to clients in Oregon and Washington. Their mission is to transform the world of wealth management by making it easier to understand and connect with, creating prosperity and freedom for their clients. Inbundance distinguishes itself by offering a personalized and holistic approach, focusing on building strong client relationships and providing guidance for financial peace of mind.
Beyond traditional financial services, Inbundance promotes a philosophy of "living an epic life" through its "Epic Life Plan". This program provides free resources and guidance on various aspects of personal development, including purpose, finances, relationships, contribution, and health. This unique approach emphasizes the connection between financial well-being and overall life fulfillment, aligning with their commitment to creating a positive impact on their clients and the world.
Mission
Inbundance Wealth Management is a unique wealth management firm that seeks to transform the world by making wealth management easier to understand and connect with. They believe in the power of word, adventure, connection, and freedom, striving to build relationships with clients based on personal attention and guidance. Their mission is to create prosperity and freedom for their clients, their families, and the world.
Culture
Inbundance Wealth Management promotes a culture focused on empowering individuals to achieve financial peace of mind and live fulfilling lives. They emphasize personal attention and building relationships with clients, advocating for transparency and accessibility in wealth management. They are committed to making a positive impact on their communities and the world, aligning their work with their values of freedom, connection, and adventure.
DE&I
Inbundance Wealth Management is committed to creating a diverse, equitable, and inclusive workplace where everyone feels valued, respected, and empowered. They believe in the power of diversity and strive to create an environment that embraces individuals from all backgrounds, cultures, and identities. They value the unique perspectives and experiences that each person brings, believing that it is through this diversity that they can best serve their clients and the community.
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