U.S. Investors International was founded by William Fleet in 1991 with the goal of specializing in financial, retirement, and tax wise planning. Our offices, located in the Pacific Northwest, are situated to meet the needs and services for our customers on both sides of the Columbia River, and throughout the United States. 

As of December 2009, we have moved out of our office on Hayden Island Drive and expanded to two new offices. One office is located in downtown Vancouver at Riverview Tower, which is about a block north from Ester Short Park. The other is near tigard off exit 293 from I-5 North and exit 292 from I-5 South. The exact addresses for both locations can be found throughout our website.

In 1999 Craig Lewelling took over the day-to-day activities of the firm. Our goal has always been to be a top-notch financial service provider. The heart of our business is striving to offer customer service that is  superior to that of our competitors. This is reflected in many ways including our organizational team that is defined on the next page.

As your investment advisors, we serve people as their financial coach and guide them through every step of the investment process. We create and implement a customized investment strategy tailored to your long-term investment goals, create income solutions for you at retirement, and help with estate planning issues.

Our dedication to customer service is reflected by our many years of experience and access to top-notch institutional managers, estate planning attorneys and CPA’s. We are able to provide for small business pension plans, IRA’s, IRA rollovers, non-profits, individual and real estate investors, with an extensive background on Oregon land use laws and urban renewal districts.

We feel our customers deserve a quality experience that is like no other in the Northwest. With assets to grow and preserve, they must be monitored and managed in order to take care of their needs, meet their goals and help reach their dreams.

Welcome to U.S Investors International.


NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

More Newsletters →