Wealth Planning
Coordinated strategies that bring your investments, retirement planning, and long-term goals into one coherent plan — built around your life, not a template.
Learn MorePortland, Oregon
Wealth built for
your Next Play.
Next Play is a private wealth advisory firm. Our approach is personal — we take time to understand your full financial picture.
Explore Our Approach
01
Our Philosophy
Every career
has a next play.
Yours deserves
a plan to match.
Next Play is a private wealth advisory firm built on trust, openness, and genuine relationships. We serve professionals and retirees who have worked hard to build something meaningful — and are ready to grow it, protect it, and pass it on.
Our approach is personal — we take time to understand your full financial picture before we ever talk about numbers. Because great financial guidance isn't just about returns — it's about clarity, confidence, and moving forward on your own terms.
Wealth, Managed with Purpose
Fee-only
No commissions, ever
Fiduciary
Your interest, always first
Local
Portland — independent
02
What We Do
Advisory services
designed around you.
Retirement & Retirees
A retirement income plan built to last 25–35 years. We coordinate Social Security timing, RMD strategy, tax efficiency, healthcare, and legacy — so you can stop worrying and start living the retirement you've earned.
Learn More401(k) Review
A complimentary 401(k) review designed to provide clarity and confidence, offering personalized insights into your current allocations and considerations for better alignment with your long-term financial goals.
Request Review
03
The Team
People who
understand
what's at stake.
Small by design. Every client knows our names — and we know theirs, their goals, and their story. We work with professionals, retirees, and families — each facing unique financial demands — and we bring the same depth of listening, expertise, and follow-through to every client relationship.
Carlos Donat Arjona
Founder, Partner & Lead Adviser
Carlos founded Next Play Wealth to help people make thoughtful, confident financial decisions at every stage of life. A former collegiate tennis player at the University of Portland, he brings the same discipline and long-term thinking from sport to every client relationship.
Toby Martin
Partner & COO
Toby joined Next Play Wealth after more than two decades in technology leadership — including as CEO of a Portland-based software company. He brings that experience to building a client experience that is responsive, efficient, and deeply personal.
Tighe (Ty) Burnham
Client Relationship Manager
Tighe is focused on delivering a seamless, high-quality experience for every client. He bridges strategy and execution — making complex financial matters feel organized and approachable through clear communication and consistent follow-through.
04
Frequently Asked Questions
Answers to the
questions that matter.
We believe transparency is foundational. Below are some of the questions clients ask most often — about working with us, our investment approach, tax strategy, and fees.
What is it like to work with Next Play Wealth?
We begin with a comprehensive financial planning process designed to understand your full financial picture — your goals, priorities, and current position. From there, we build and implement a coordinated strategy across investments, tax planning, and major life decisions. To get started, we will send you an onboarding checklist which will include the information and documents we typically need, along with next steps for scheduling your first conversation. Our relationship continues through ongoing guidance, structured check-ins, and availability when important questions arise.
How often will we meet?
We follow a structured but flexible cadence: an annual planning meeting, quarterly touchpoints, and year-end tax planning between September and November. We also connect as needed when meaningful decisions or life changes arise.
Can I reach out between meetings?
Yes. Financial decisions don't follow a schedule. You can reach us by phone or email, and we provide secure methods for sharing sensitive information. We're available when you need guidance — especially when decisions are time-sensitive.
What makes Next Play Wealth different?
Many firms focus primarily on investments. We take a more integrated approach — bringing together financial planning, investment management, and proactive tax strategy. These areas are coordinated, not treated separately. The goal is to help you make better decisions before they become urgent.
How are portfolios constructed?
Your portfolio is built around your goals and time horizon, risk tolerance, liquidity needs, and tax considerations. We emphasize disciplined allocation, diversification, and long-term strategy over short-term speculation.
Do you try to time the market?
No. Short-term market movements are unpredictable. Our approach focuses on long-term positioning aligned with your plan.
What happens during market volatility?
Market fluctuations are expected. During periods of volatility, we focus on maintaining alignment with your strategy, rebalancing where appropriate, evaluating tax-aware opportunities, and ensuring your liquidity needs are covered. Our role is to provide perspective and help you avoid reactive decisions.
Are your interests aligned with mine?
Yes. We act as fiduciaries, meaning we are legally obligated to act in your best interest. We do not earn commissions on investment products. Our structure is designed to support objective, long-term decision-making.
Do you prepare tax returns?
No. Tax return preparation is typically handled by your CPA. We focus on proactive tax planning — helping you evaluate opportunities before year-end when adjustments can still be made.
When do you do tax planning?
We typically focus on year-end tax planning between September and November. This allows time to evaluate strategies such as managing capital gains and losses, reviewing retirement contributions, evaluating Roth conversion opportunities, and aligning estimated payments and withholding.
Do you work with my CPA?
Yes, if you would like us to. We can collaborate with your CPA to help ensure your investment strategy and tax planning are aligned.
How are your fees structured?
We offer two primary services: Financial Planning (flat fee for comprehensive planning and ongoing advice) and Investment Management (fee based on assets under management). All fees are clearly outlined before you engage with us.
Are there any hidden fees?
No. We believe transparency is essential. Our advisory fees are clearly defined, and we do not receive commissions on investment products.
What does financial planning include?
Depending on your needs, planning may include goal-based financial planning, investment strategy guidance, year-end tax planning, retirement and cash flow analysis, and coordination with other professionals. Our focus is to provide clarity and help you make informed decisions.
What documents do I need to begin?
As part of our planning process, we provide a checklist of the information and documents typically needed for our review. The quality of our analysis depends on the completeness and accuracy of the information provided. Requested documents may include tax returns, account statements, insurance policies, estate planning documents, and income information.
How long does the planning process take?
The initial planning process typically takes about 4–6 weeks, depending on complexity. We move at a pace that allows for thoughtful analysis and clear decision-making.
Who holds my assets?
Your assets are held with an independent custodian, Altruist (www.altruist.com). We do not take custody of client assets, which provides an additional layer of security and oversight.
How quickly will you respond?
We aim to respond within 1–2 business days. If something requires more analysis, we will communicate timing clearly so you know what to expect.
05
Get in Touch
Clarity today.
Confidence
tomorrow.
Office
1050 SW 6th Avenue, Suite 1100
Portland, OR 97204
Hours
Monday – Friday
8:00 AM – 5:00 PM PST, or as needed to meet your schedule
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