You are best served by an objective perspective free of biases.  Minimal conflicts of interest act to your benefit. We are not tied to some larger entity that might have other interests besides yours in mind.  We do not belong to a Broker/Dealer.  We are not compelled to invest in someone’s product because we are told to do so.  Independence strengthens our commitment to acting as a true fiduciary to you.

You are a family relationship, not a number.  We also focus on clients like you whom we love to serve.  And you can share with us about your joys and sorrows, your parents and grandchildren.

Local ownership (not answering to someone on Wall Street or in another state) benefits you.  You can visit us and shake hands with the owner.

“Act local, think global.”  You benefit most when we do both:

• “Act Local”: Our team of people has experience – and empathy for clients like you. Several of us grew up in the Pacific Northwest.  Others of us are transplants.  Some of us are married with children (and helping our parents who raised us).  Others of us are widowed and mentoring grandchildren.
• “Think Global”: We have worked for global investment firms such as Merrill Lynch, Morgan Stanley, AllianceBernstein, and Aberdeen Asset Management. You benefit from our expertise in accessing a wider array of solutions in a global sandbox.  (We also know 6 languages and translated a family history.)

We look at your entire relationship to manage your investments and make prudent recommendations. Your outside investments, real estate, and debts come into play. We also help you measure your dreams and risks to guide us through coming up with your unique Family Barometer.