We begin by assessing your financial situation, your strengths and your weaknesses, and of course, your goals and the vision you have for your lifestyle now and in the future. Depending on the assessment, we may use traditional investments such as stocks and bonds, and/or less traditional assets such as real estate and commodities. We look at your unique needs and create an investment plan that will help you reach your financial goals.
Further we develop long-term strategies to help you achieve your financial goals with an emphasis on risk management. We believe in being flexible in the ever-changing financial market, and always strive to improve the quality of your life through excellent financial decisions that go beyond just your investment portfolio.
We individually manage and constantly monitor your accounts so you don’t have to. We also are there to adapt to your changing goals, tax changes and personal challenges. We give you peace of mind in your financial life.
5200 SW Meadows Road
Lake Oswego, Oregon 97035