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Tag: year end planning

Is Your Business and Wealth Protected? Year-End Strategies for Asset Protection

While celebrating successes is important, as the year draws to a close, this is the perfect time to ask a critical question: Is your wealth truly protected?

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Creating Tax-Alpha: Why After-Tax Return Matters More Than Gross Return

For UHNW families, after-tax return matters more than gross return. See how Tax-Alpha may help preserve wealth across generations.

Recognized Again As Eugene’s Best. What That Means for You.

Finley Davis Private Wealth was voted Best Financial Planning Firm in Eugene. Discover what this recognition means for your wealth and legacy.

Business Edge – Sept 2025

Finley Davis shares the September Business Edge Report with insights on jobs, rates, housing, sectors, and investor sentiment for business owners.

The Generational Shift: Preparing Family Offices for the Great Wealth Transfer

Family offices are built to serve today’s needs, but generational transitions can expose gaps in governance, values, and planning. As the Great Wealth Transfer accelerates, Finley Davis Private Wealth helps families prepare for smooth transitions, align legacy goals, and build structures that evolve across generations.

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2911 Tennyson Avenue #301
Eugene, OR 97408

wealth@finleydavis.com

(541) 342-2224

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Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA), registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF.

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