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Local Wealth Management Experts

We’re not your average wealth management firm. When it comes to financial planning, we know the options, opinions, and marketplace can be overwhelming. We are experienced financial advisors at an independent wealth management firm in beautiful Bend, Oregon.

 

We take pride in making your experience with us fun and lighthearted—and we may crack a joke or two along the way; we promise that at least 50 percent of our humor is actually funny. You’re welcome in advance.

 

But in all seriousness, we know financial concepts and what our clients need. We're experienced in investment management, and we’re dedicated to providing you with the insight and direction you and your family need to build a solid financial plan that is focused on fulfilling your financial and business goals with ease and care.

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Independent. Experienced. Balanced.
 

 

 

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We are here to help you throughout the life cycle of the financial planning process. We will create a personalized and value-driven plan for you and your family.

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Our investment portfolios are designed to provide solid, long-term, risk-adjusted returns for investors across the risk/return spectrum.

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Planning for retirement is something all individuals of working age should be actively looking for or contributing to on a regular basis.

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In the effort to safeguard you and your family's financial future, we will assist in managing risk with insurance.