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(503) 636-7743
Portland's Trusted Advisory Firm

Your wealth deserves a strategy that actually works.

At Nase Investment, we combine legal expertise with financial acumen to protect what matters most and grow what you've built — with clarity, confidence, and a plan that's yours alone.

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15+
Years of Experience
200+
Clients Served
98%
Client Retention
Professional financial and legal advisory team at Nase Investment in Portland
What We Offer

Services Built Around Your Goals

From legal counsel to financial strategy, we provide the comprehensive expertise you need to move forward with confidence.

Legal Advisory

Expert legal guidance for business formation, contracts, compliance, and dispute resolution — all tailored to your specific situation.

Financial Planning

Comprehensive financial strategies including investment management, retirement planning, and wealth preservation for the long term.

Estate & Trust Planning

Protect your legacy with carefully crafted estate plans, trusts, and succession strategies that give you peace of mind.

Business Consulting

Strategic business advice from entity selection to growth planning — helping entrepreneurs and owners build sustainable enterprises.

Tax Strategy

Proactive tax planning and optimization strategies to minimize liability and maximize returns for individuals and businesses.

Risk Management

Identify, assess, and mitigate risks to your assets and operations with practical, forward-looking risk management solutions.

Nase Investment office in Portland, Oregon
About Us

A Firm That Puts You First

Nase Investment was founded on a simple belief: every client deserves a advisor who truly understands their unique circumstances. Based in Portland, Oregon, we bring together seasoned legal and financial professionals under one roof.

Whether you're a business owner navigating complex regulations, a family planning for the future, or an individual looking to secure your financial foundation, we take the time to listen, analyze, and build a strategy that aligns with your vision. No shortcuts. No one-size-fits-all templates. Just honest, expert guidance you can rely on.

Personalized Approach
Every plan is custom-built
Trusted & Confidential
Your information stays private
Results-Driven
Focused on your outcomes
Portland-Based
Local expertise, real presence
Why Choose Us

The Nase Investment Difference

What sets us apart isn't just our expertise — it's how we apply it to your life and business.

Responsive & Available

We don't leave you waiting. You'll always know where your case stands and what happens next.

Dedicated Team

A coordinated team of legal and financial professionals working together on your behalf.

Proven Track Record

Over a decade of successful outcomes for individuals and businesses across the Portland area.

Transparent Pricing

Clear, upfront fee structures with no surprises. Know exactly what you're investing in.

Client Testimonials

What Our Clients Say

Don't just take our word for it — hear from the people we've helped succeed.

"Nase Investment helped us navigate a complex business transition with ease. Their legal and financial expertise made all the difference — we felt secure every step of the way."

MR
Michael R.
Business Owner, Portland

"I was overwhelmed by the thought of estate planning, but the team at Nase made it simple and straightforward. They genuinely cared about protecting my family's future."

SL
Sarah L.
Retiree, Portland

"From day one, Nase Investment treated my business like their own. Their strategic tax planning saved us thousands, and their legal guidance kept us compliant throughout growth."

DJ
David J.
Startup Founder, Portland
Contact Us

Let's Start a Conversation

Ready to take the next step? Reach out today for a free, no-obligation consultation.

Our Office

11413 S Breyman Ave
Portland, OR 97219-8403

Office Hours

Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By Appointment

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