YOUR FAMILY OFFICE

We offer comprehensive family wealth planning which includes financial planning, investment management & advice, and legal services.  Our vision is a multi-family office serving the core financial needs of multiple client families who embrace our philosophy and way of doing business.  As the "Keeper of the Big Picture" for our client  families we maintain an overview of their entire estate, investment and financial plan. Our unique dual license allows us to offer legal and investment related services together in one  place.

We do not "sell" investments. We are INVESTOR oriented, not Investment oriented. All of our work is fee based. and is customized to fit your unique goals. We utilize no load no transaction fee mutual funds for most of our securities investments. A small portion of our client portfolios are invested in various private offerings, and alternative investments.  To learn more about What We Do follow the link to those pages.

RESEARCH ASSISTANT

We have carefully designed this website to serve as a personal research assistant for the families we are advising.  We have provided a wealth of information to assist you in enhancing and preserving your family wealth.  They include detailed Research Reports on Education Saving, Index Funds, Managing Investment Risks, Estate Planning, and other topics. The shorter Quick Reports will fill in some of the gaps in your knowledge. The Client Support page put some of the forms we use at your fingertips. The Tools & Resources we offer you include:

• Income & Estate tax tables
• Retirement plan contribution limits
• Calculators & Links
• Asset Class return table

THE STREAM

The stream pictured above touches our lives in many different ways.  It is part of our family name, history, and heritage. It is also an integral part of our financial planning perspective.  Like the stream, a good plan should flow gracefully through our lives.  Read the full story

REAL ESTATE

Real estate is an area of special focus in this firm.  Financial planners have traditionally limited their practice to securities; like mutual funds, stocks, & bonds.   But most of our client's have extensive real estate holdings; including, vacation homes, business locations, land and other investment properties. We include real estate as a major asset class, and consider it to be an integral part of your personal retirement and investment portfolio. 

This focus is a natural extension of my background and experience. As a result we are able to offer financial planning, investment advice, and legal counsel for our client's real estate purchases and holdings. Follow the links to learn more about what we do in this area.

NORTHWEST LIFESTYLE

Most of our clients are adventurous folks.  So we used a portion of this space to describe some particularly nice trips, trails, lodging, and attractions that we have discovered around the Pacific Northwest.  We hope you enjoy those you visit.  We receive no benefits from any of the places we mention, and the list will likely change from time to time.  We will use your feedback to enhance this space.

DISCLOSURE

This Website does not provide any person-alized investment advice, or offer to sell any securities.

At the present time we only provide investment advice & financial planning services to residents of the State of Washington.  We will not transact any business with a resident of another state unless we have complied with that state’s registration requirements, or an applicable exemption.