Empowering Wealth, Enriching Communities

Our most important asset walks in and out of the front door every day — our people. Founded in 1976, we have remained independent and employee-owned ever since, because we believe it is the best way to keep our interests aligned with yours. Character and integrity are worth more than any monetary investment, and that conviction is reflected in a 50-year history of serving our colleagues, clients, and community.

Your goals are the starting point for everything we do. We build goals-based, multi-asset portfolios tailored to the unique needs of the clients we serve. For private clients, that means weaving wealth planning into a broader strategy around legacy, values, and enduring wealth. For institutions, its customizing portfolios tailored to your unique values and goals, and providing the education and transparent reporting that fiduciaries deserve. Whatever your situation, the solution is built around you.

We are as invested in our communities as we are in our clients’ portfolios. The firm contributes 1% of gross revenue to worthwhile causes, and our team gives their time serving on nonprofit boards, volunteering in neighborhoods, and showing up alongside the organizations that make the Pacific Northwest thrive. We have found that being genuinely rooted in a community builds a different kind of trust, and that is exactly the kind of relationship we want with you.