Knowing you, not just your investments
Sure . . . every wealth management firm wants to tell you about themselves. We want to know about YOU first — your hopes and concerns, your daughter's wedding, your next travel adventure. Helping friends enjoy their best years is what motivates us every day. Family-owned and operated, our approach is pretty simple: We treat you like family.
Introductory Meeting — We offer a complimentary first meeting where we get to know each other. Since most of our relationships are lifelong, and often multi-generational, it's important all of us feel this is the right strategic fit and something worth investing our time in. Let’s talk.
Holistic Financial Planning — We take a holistic, deeply personalized approach to assessing true wealth, rather than using net worth as the measure of your financial status. Our services revolve around your life, and we broaden the conversation from asset management to life management.
Education — This is your money . . . your future. We know how important these decisions are and we work hard to explain complex topics in easy to understand ways. We’ll help you feel empowered with confidence and clarity on the decisions you make about your future.
Out of Town Clients — We've grown significantly across the country, not from advertising, but from happy clients referring us to their friends and family (the ultimate compliment in our industry). We can meet from afar using screen sharing, video conferencing, secure file sharing, and even electronic signatures, all based on your comfort level. Don’t hesitate to contact us — we know how to make long-distance relationships work.*
*We hold in-person meetings in Bend OR, Portland OR, Ashland OR, San Diego CA, and the San Francisco Bay Area CA.