Our Clients
Although our clients come to us for a variety reasons, generally, new clients seek out our team following a wealth-in-transition event. The following circumstances routinely are found among our clients:
- Retirement
- Inheritance
- Death of a Spouse
- Relocated to the Northwest
- Sale of private business
- Profound or rapid company growth
- Proceeds from a company takeover or sale of stock
- Unexpected windfall
- Active foundation or nonprofit endowment governance
Our wealth management and investment consulting services are most appreciated by clients with investable assets in the millions of dollars. Our clients are located in 10 states across the U.S.
Service agreements are based on asset size and specific needs of each client. We recognize that each client may have varying needs, which will determine the services provided.