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Our Core Values


For decades, we have focused on achieving significant results without cutting corners or losing sight of the big picture. We scrutinize every choice, make unbiased recommendations and invest our clients’ money as if it were our own.


We believe that effective wealth management is an art and a science. Often, we take what appear to be competing priorities and find complementary, creative ways to show how the conflict can contribute to an outstanding outcome.  We analyze the many fine details at the core of your financial life to create a new vision for help achieving your big-picture goals.


We are interested in building long-term relationships with clients, because we believe brief flashes of involvement mean nothing if you can’t sustain success. We apply decades of experience in every imaginable economic and market cycle to help clients build financial lives and legacies that reflect their greatest dreams.


Like our clients, we are never satisfied with the status quo or the easy way out. We believe excellence requires making consistent, astute choices — and pushing forward when others turn away.


Our company history and current choices reflect our commitment to give back to our community not just by donating funds but by dedicating our time, energy and thoughtful involvement. We feel privileged to live in such a unique and special region, and we’re dedicated to using our time and resources to improving life in the Pacific Northwest.