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 are licensed in Oregon and Washington. Prior to doing business in any other state, the firm will ensure all licensing requirements or exemptions from licensing are met.
Who We Serve
We serve pre-retirees 50+, retirees and people who have self-managed their investments.
As personalized advisors, we specialize in: