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A Plan for Every Stage in Life

Your situation is unique.


When it comes to your future, nothing is more important than having a plan — a roadmap for your significant financial decisions.

In Washington, Oregon, California and beyond, we serve individuals and families who could use help putting their financial house in order – and keeping it that way in turbulent markets.

Our proactive, high-touch approach is a good fit if you’re seeking to optimize your life’s opportunities, and avoid the mishaps that interfere with progressing towards your personal goals.

What chapter of life are you in?

I’m Approaching Retirement

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I'm Approaching Retirement

From when you can retire to how much money you’ll need, we can help answer the questions that have been on your mind. We’ll help coordinate cash flow from your investments to supplement other sources of income such as Social Security, pensions and part-time positions. Additionally, we’ll implement a customized investment strategy that is in line with your preferred risk tolerance and timeframe. Throughout your time with us, we’ll help ensure all tax implications are thoroughly considered before executing any of our recommendations.

I’m Already Retired

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I’m Already Retired

By working with us, you’re taking the first step toward ensuring a more financially secure retirement. With a focus on asset preservation and growth, we’ll determine the optimal allocation of investments and create a sound strategy that generates sustainable cash flow so your lifestyle remains secure. Additionally, we’ll review your other sources of income — such as Social Security and pensions — to help make sure you’re taking maximum advantage of your resources while remaining tax-efficient.

I’m Experiencing a Transition

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I’m Experiencing a Transition

Life is filled with transitions, with some of the most common being: inheritance, retirement, business or property succession, career change and divorce. With extensive experience navigating these life-changing situations, our team can help ensure you have a solid game plan in place that accommodates your evolving needs and goals. As your dedicated advocate, we’ll monitor your progress and deliver recommendations based on your unique circumstances.

I’m On My Own

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I’m On My Own

For those who find themselves navigating their finances on their own, we’ll be your fiduciary financial advisor — offering concise, objective advice and personalized recommendations based on your vision for the future. By establishing a sustainable cash flow, implementing a financial plan and incorporating our investment philosophy, we’ll help put the pieces of your financial future together so you can live confidently and with purpose.


What It Costs

We serve families with an average of $1,000,000 in investable assets. Our fees are as follows:

  • 1.1% percent/year, up to $500,000 AUM.
  • 0.9 percent/year, $500,000 to $1 million AUM.
  • 0.7 percent/year for $1 million to $5 million AUM.
  • 0.5 percent/year for $5+ million AUM.


Shaking Hands | Vancouver, WA | Fort Vancouver Investment Management LLC.

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