Broker Check

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.  

Learn more

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.

Learn about the planning process

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.

Learn about the Wealth Management Site

Products & Services

Individual Retirement Plans

Learn more

Business Retirement Plans

Learn more

Financial Planning Services

Learn more

Investments

Learn more

Advisory Programs

Learn more

Insurance

Learn more

Education Saving

Learn more

Gifting or Giving Strategies

Learn more

Helpful content

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

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
Learn More

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
Learn More

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

Questions? Let's connect.

Name
Email
Phone
Question
Thank you!
Oops!