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Inbundance Wealth Management

Portland, OR

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About the company

CORE VALUES
  • Integrity – Our word is the source of our power
  • Contribution – Our work gives back to the communities that make the world more connected & sustainable
  • Education – We believe that empowering each other with knowledge and embracing personal growth is the key to freedom and success.
  • Equality – We are one world and we stand for each other’s greatness.
MISSION
To transform the world of insurance making it easier to understand and connect with others, creating prosperity and freedom for our clients, their families, and the world.

COMMITMENTS
  • 100% Transparency in all we do
  • Never over/undersell
  • Respond to communications within 48 business hours
  • 1% of gross income goes to charities that support our planet – typically Charity:Water
  • Serve at least 75% local and independent clients/customers
  • Do not lot commission/bonus structures impact our advice
  • Leverage technology to provide the best experience for our clients
  • Continually grow and develop our company and staff
  • Keep an open mind

THE POWER

  • We are Inbundance, a unique wealth management firm that seeks to transform the world.
  • Because we believe in the power of word.
  • We fearlessly climb every mountain, jump every hurdle, and extend our hands to lift others up.
  • Because we believe in the power of adventure.
  • Our work fosters understanding, creates lasting value, and gives back to the communities that matter most to us.
  • Because we believe in the power of connection.
  • We stand that everyone should have access to the things that make life simpler, happier, and more fulfilling.
  • Because we believe in the power of freedom.
  • We vow to do what’s right for our clients and our planet. We know how important it is to feel heard, connected, and secure.
  • Because no matter where you’re from or what you believe, we believe in the power of YOU.

Bold Statement
For people who are up to something in the world, for the creators, the free-thinkers, and the entrepreneurs, we are the only insurance agency that puts your needs ahead of policy. We are the only ones who want what you want – and we are the only ones who are going to do whatever it takes to get you there.

Services

  • Investments
  • Retirement
  • Roth/Traditional IRAs
  • Rollovers
  • Wealth Management

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Contact Info

reviews

Sylvia AllenSylvia Allen

Corey has been our insurance guy for, I don't know, maybe 12-14 years. When we first started with him he suggested changes that he said would cut our insurance bill in half without losing any coverage. We did what he suggested and sure enough! We have been a happy customer ever since. Smart, competent, and responsible, a good communicator, he has always steered us right, and he takes the time to do periodic check-ins to make sure our insurance is keeping up with our lives. Also, he is a pleasure to deal with.

Melanie MeinzerMelanie Meinzer

Corey was very helpful in explaining business insurance options to me, and followed up every step of the way. Great customer service!

Stephen GomezStephen Gomez

Corey has been outstanding as my agent. He cares for his clients and you can feel it. Always responsive and making sure I get the best rates.

Kerry CzubaKerry Czuba

Corey is fantastic! He looks for ways to get the best insurance for our budget. He's super attentive and detail oriented; takes time to listen and is responsive. I highly recommend him.

John GriecoJohn Grieco

Stop shopping and do yourself a favor, call Corey! After dealing with two other insurance agencies and getting constant drama, my colleague recommended Corey at Insurance Masters NW. As a professional business owner myself, I know what my clients expect of my service and expertise so my bar is set high for others I choose to do business with. Quite honestly, after my experience with Corey I even walked away with a few tips to up my own game at client care! Hands down, Corey answered all my questions, educated me on all my options for the best value and coverage in WA AND CA, so my needs were definitely outside of the box and he rocked it! He is now my number one referral to my clients for insurance needs. Thanks Corey!

Erin F.Erin F.

Corey was extremely responsive and helpful when my wife was in an auto accident last year. When time came to review our coverage, Corey and Derek worked...

Emily E.Emily E.

Corey is incredibly thorough, thoughtful and professional. On top of that, he is just a really nice and fun person! He is always looking out for his...

Chad M.Chad M.

Corey and his team put forth the time and effort to make sure there clients are prepared for the unforeseen. they ALWAYS have the clients best interests in...

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