AKT Family of Companies

AKT LLP provides audit, tax preparation and planning, accounting assistance and business consulting to clients in a range of industries. We design our client teams around your needs and with professionals who are specialists in your industry, whether it’s telecommunications, healthcare, agriculture or any other business type.

AKT Wealth Advisors LP is a complete investment advisory service for high wealth individuals and pension plans. We provide investment management and asset allocation services, business transition consulting, and personal/estate financial planning. We have $420 million in assets under advisement. Our team includes 20 employees, of which nine are licensed professionals in Oregon.

AKT Retirement Plan Services LP offers daily valuation pension plan services (Internet-based), pension administration and consulting. This includes plan design, administration, trust accounting, daily valuation recordkeeping and fiduciary consulting. We provide these services to over 250 clients across all industries, including for-profit and not-for-profit, in the western United States and Alaska.

AKT Benefit Advisors LP assists employers with benefit packages for their employees and executive benefits for high level and other key employees. Our services include plan design, implementation, and annual review of benefits, and provide these to more than 400 businesses across all industries and based primarily in Oregon and Washington.