Phone: (503) 296-8700

Expert—a person who has a comprehensive and authoritative knowledge of a particular area. Each member of our financial planning and wealth management team attends a variety of cutting edge workshops, conferences and symposiums throughout the year. We invest in our continuing education, so that we can continually expand the depth and breadth of our knowledge.

Comprehensive Financial Planning and Coordinated Asset Management requires a variety of areas of practice.

Our approach is unique in that our management of your wealth is guided by our expertise in the following areas:

Ultimately, proper wealth management requires a holistic view of your overall financial situation. We assert that wealth management cannot be done in a vacuum. We believe that wealth management must be informed by a thorough and comprehensive understanding of your overall financial situation, objectives and risk tolerances for each objective. In order to optimize your portfolio, it is imperative that we quantify the risk and return objectives. Once we know these facts, we can then install a fully-integrated portfolio that is designed to work as efficiently as possible.