What is Inbundance Wealth Management?
Inbundance Wealth Management is all about helping people stop wasting, speculating, and gambling with their money. It’s a fresh take on wealth management that focuses on making financial peace of mind a reality. The process starts with a discovery call to see if there’s a fit and if they can actually help. From there, it’s about uncovering how past experiences with money and investing have shaped one’s life and strategy. Then comes powerful education that might just change the way you look at money forever. Finally, clients choose an investment philosophy that truly aligns with their purpose. It’s not just about numbers—it’s about connecting money to meaning.
Main Benefits of Working with Inbundance
Here’s what makes Inbundance stand out:
- Personalized discovery call to find the right fit
- Deep dive into your financial history and mindset
- Access to transformative education on money and investing
- Guidance to select an investment philosophy aligned with your true purpose
- Focus on building genuine, lasting client relationships
- Commitment to doing what’s right for clients and the planet
- Registered investment advisory services in Oregon and Washington
The Mission Behind Inbundance
The mission is clear: transform the world of wealth management by making it easier to understand and connect with others. It’s about creating prosperity and freedom—not just for clients, but for their families and the wider world. Inbundance isn’t just a firm; it’s a movement toward clarity, connection, and community in the often confusing world of finance.
Building Relationships That Matter
In today’s fast-paced world, personal attention and guidance can feel rare. Inbundance builds client relationships around this very need. It’s about more than transactions—it’s about trust, understanding, and real connection. Clients aren’t just numbers; they’re people with unique stories and goals. This approach fosters a sense of security and belonging that’s often missing in traditional wealth management.
The Power and Philosophy of Inbundance
Inbundance believes in the power of word, adventure, connection, and freedom. They climb every mountain, jump every hurdle, and extend hands to lift others up. Their work fosters understanding, creates lasting value, and gives back to communities that matter most. Everyone deserves access to what makes life simpler, happier, and more fulfilling. Above all, they believe in the power of YOU—no matter where you’re from or what you believe.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 1: No Poverty – Helping clients build financial security and freedom
- SDG 4: Quality Education – Providing powerful education about money and investing
- SDG 8: Decent Work and Economic Growth – Promoting responsible investment philosophies
- SDG 10: Reduced Inequalities – Making wealth management accessible and understandable
- SDG 12: Responsible Consumption and Production – Encouraging ethical financial decisions
- SDG 17: Partnerships for the Goals – Building strong relationships and community connections
Additional Insights on Inbundance’s Services
Investment advisory services are offered through Inbundance, LLC, registered in Oregon and Washington. They only provide services where properly registered or exempt, and only after clients sign an advisory agreement and receive the firm’s ADV Part 2A brochure. Insurance services come through Insurance Masters NW, a DBA of CKIM Investments, Inc., an Oregon LLC. This ensures transparency and compliance, giving clients peace of mind alongside personalized financial guidance.
