iandcwealth.com
@iandcwealth.com
Optimize your investments with Irish & Charuhas Wealth Management. Explore Financial Planning services. Secure your future today.
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About iandcwealth.com
Irish & Charuhas Wealth Management is an independent, Portland-based financial planning firm serving clients nationwide. Established in 2004, the firm works with people approaching or enjoying retirement, business owners, families, and individuals managing an inheritance. Its advice is tailored to clients’ goals and life circumstances, with services spanning retirement planning, investment management, tax-aware financial planning, and wealth transfer considerations.
The firm builds portfolios using a goals-based approach through its relationship with Horizon Investments. Strategies reflect three stages: gaining wealth through long-term growth, preserving assets while seeking to manage downside risk, and spending through planned income and cash reserves. Irish & Charuhas also works with tax professionals to help coordinate investment and tax strategies. Its website identifies Jim Schaller of Woodstock Tax Service in this context and notes that these services are not affiliated with LPL Financial or Irish & Charuhas Wealth Management.
The firm offers Pints & Planning, a video series explaining financial topics in accessible language.
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