Wealth With Purpose

Providing financial guidance and wealth management to clients in Portland, Oregon, and surrounding areas. Helping you live life to the fullest.

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The Summit Portland, OR branch, formerly known as Financial Investment Team (FIT), has built its practice around providing clients with a comprehensive approach to financial planning and wealth management. Since joining Summit Wealth Group in 2026, the Portland team has continued its commitment to helping individuals and families navigate their financial lives with greater clarity and confidence.

The Portland team believes effective financial planning begins with understanding each client, their goals, priorities, concerns, and the life they are working to build. From there, the team provides personalized financial guidance and ongoing support designed to help clients make informed decisions and stay on track toward their goals.

The team believes in a comprehensive approach to planning. In addition to investment management and financial planning, the team offers tax preparation services to investment clients and assists with risk management and insurance as well. By considering how these different areas of a client's financial life work together, the team can provide more coordinated guidance and help clients understand the broader impact of their financial decisions.

Backed by the resources and expertise of Summit Wealth Group, the Portland team remains focused on delivering the personalized service and relationships FIT clients have come to know while expanding the resources available to support them throughout every stage of their financial journey.

Your Path. Your Summit. Our Focus.

Strategic guidance for individuals, families, and entrepreneurs seeking greater clarity, confidence, and financial independence. We help you make financial decisions with purpose so you can build, protect, and enjoy the life you've worked hard to create.

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Advisor Spotlight

Rachel Gustafson, CFP®, CCPS® | Lead Advisor

Rachel Gustafson began her career in financial services in 2012 after more than a decade as an educator. Her teaching background continues to shape how she works with clients today, making complex financial topics approachable, practical, and easy to understand.

Rachel believes the best financial advice starts with listening. She takes time to understand what matters most to each client and develops personalized strategies that align their finances with their goals and values. She works with individuals and families on retirement planning, major life transitions, long-term wealth management, and college planning, including education savings and financial aid strategies.

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Christine Lam, CFP®, ChSNC® | Lead Advisor

Christine Lam is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Special Needs Consultant® (ChSNC®) with more than a decade of experience helping families navigate increasingly complex financial lives.

She earned a Bachelor of Arts in Business Administration with a focus in Finance from the University of Oregon in 2009. Christine helps clients bring all the pieces of their financial lives together, from investments and taxes to retirement and estate planning. She believes good financial advice starts with understanding the people behind the numbers and helping families feel confident about where they are today and where they’re headed.

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Travis Wesley, MS, CFP®, MPAS™, AIF®, APMA®, CRPS™, CRPC™ | Lead Advisor

Since 2008, Travis Wesley has spent years helping clients navigate the full complexity of their financial lives, with a focus on retirement income planning, tax-advantaged strategies, and wealth management. He works with a broad range of clients, from families building their first financial plan to pre-retirees, retirees, and business owners establishing or growing employer-sponsored retirement plans. His approach is straightforward: understand the complete picture, analyze every available option, and help clients choose a path built around their own vision of the future.

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