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Irish & Charuhas

Irish & Charuhas at Waddell & Reed

Financial Advisors

503-238-6036

825 NE Multnomah Street Suite 1120
Portland, OR 97232

Calculators 

Explore our planning calculators as you plan financial goals for each stage of your life.  

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It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

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Wealth Management Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

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Products & Services

Individual Retirement Plans

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Business Retirement Plans

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Financial Planning Services

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Investments

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Advisory Programs

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Insurance

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Education Saving

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Gifting or Giving Strategies

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Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Questions? Let's connect.

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