We know that when you choose a financial advisor, you’re choosing to entrust your future, dreams, and goals to their care and expertise. We take that confidence seriously and work every day to continue to earn that trust.

We serve a diverse group of clients, but specialize in helping independent women, young professionals, and (pre) retirees.

To learn more, or to find out if we’re the right advisors for you, schedule your complimentary consultation today.

Independent Women

As an independent woman, do you have concerns about your long-term financial security?

Have you wondered how you can balance your own lifestyle with supporting family, friends or charities you care about?  

We can empower you to make smart decisions that will protect your future and give you peace-of-mind.

Young Professionals

Your career is off to a great start, and you’ve begun building a solid financial foundation.

Do you have questions about the best ways to accumulate wealth for the future, or concerns about managing risks to your financial security and minimizing the taxes you pay? 

We can help you address these concerns, build and protect your wealth, and realize your financial dreams.

(Pre) Retirees

Do you have a vision of your ideal retirement?  Do you have a strategy to make it happen?  Have you thought about what might jeopardize it?

We’ll help you develop a robust plan that’s tailored to your unique needs, answers your questions, and makes you feel confident about your future.

OUR LOCATIONS

Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008

Our Bay Area office is located in downtown Santa Cruz.

133 Mission Street
Santa Cruz, CA 95060

SCHEDULE A FREE CONSULTATION

If you’d like to learn more about how we can help you build a solid plan for your future, let us know by filling out our contact form. Or give us a call at (888) 998-4796.

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