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An Intimate Understanding Of Your Needs Motivated For Your Future Customized Strategies A Specialized Client Base

A Firm That Knows Your Situation


Our mission is simple: to combine our knowledge, experience, and high level of ethics to provide financial and investment strategies and recommendations our clients trust. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for comprehensive recommendations, customized retirement and investment strategies, and education tailored to your questions. We are advisors that have been serving families and businesses throughout the Pacific Northwest and we take pride in knowing we have built such strong relationships in our community. Whether you have questions about investing, your retirement years or leaving a legacy to your loved ones, contact us to learn more about how we may be able to help.

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About Us

Individuals and families can benefit from working with an advisor who understands their needs and works hard on their strategies.

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Retirees

Our youthful perspective allows us to focus on your retirement rather than planning for our own.

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Our Advantage

We care about your retirement and investment goals. The relationships we build with our clients are our utmost priority.

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individual investors

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Boeing Employees

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Amazon Employees

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Microsoft Employees

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