Whether your needs are for an individual or family financial plan, estate or retirement planning services, or you are looking for help in business planning, Beacon Rock Wealth Advisors puts its experience to work for you. Once we learn your tolerance for risk, we select appropriate asset classes and suitable investments that will increase net worth, minimize taxes, provide consistent returns, and preserve purchasing power.
When you work with us, you can be assured that we will work with you on an ongoing basis to provide meaningful rewards through prudent investments. Communication is the foundation of your relationship with Beacon Rock Wealth Advisors. Together as a team, we will determine your needs and design a plan to achieve your financial goals.
When you work with us, you can be assured that we will work with you on an ongoing basis to provide meaningful rewards through prudent investments. Communication is the foundation of your relationship with Beacon Rock Wealth Advisors. Together as a team, we will determine your needs and design a plan to achieve your financial goals.
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More than two hundred years ago, the Corps of Discovery under the command of Meriwether Lewis and William Clark traveled past Vancouver, down the Columbia River on their path to the sea. At BR Capital, we are proud of the legacy of Lewis and Clark. We believe that your financial life is a journey, one that is made easier when your have a seasoned guide by your side-showing you the course and keeping you on track.
This Code of Ethics is a combination of the professional Code of Ethics as established by the CFP Board and the CFA Institute's Asset Manager Code of Professional Conduct. This Code of Ethics is an expression of the financial planning and investment management professions' recognition of the firm's responsibilities to clients, the public, colleagues, and to employers.
Mike Elerath, CFP, NSSA is a Wealth Advisor at Beacon Rock Wealth Advisors. After enrolling in the Clark Honors College at the University of Oregon, he graduated with a Bachelor of Arts in Business and Economics. As a business owner, Mr. Elerath has applied all of his experiences in working with closely held (family and privately owned) businesses providing valuation, succession, business sale and estate planning advice.
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We strive to build wealth and protect principle through an effective long-term growth plan that is based on your goals, risk tolerance, and needed return. Portfolio analysis means looking at the investments that you own and analyzing them for risk, expected return, and quality. It also mean looking at how they work together during changing market conditions.
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