Who We Are
As a Fee-Only Independent Registered Investment Advisor, we are dedicated to custom building and managing growth oriented, risk-averse portfolios for each individual client. Our clients receive exceptional service, assuring smooth, informed, independent decision-making for all their investment and money matters.
Our Location and Service Area
Based in Lake Oswego, Oregon, we serve clients in Oregon and Washington.
Who We Serve
We serve pre-retirees 50+, retirees, people who have self-managed their investments and now see a need for an advisor and people seeking a second opinion.
As personalized advisors, we specialize in: