Our quest as a firm is to nurture the presence of peace & joy in the lives of our clients through a holistic, intensely service-oriented and highly tailored approach-an approach that seamlessly combines the power of Comprehensive Financial Planning with the efficiency of a Coordinated Asset Management Program.
We care about our clients, and we work each day to tangibly express that caring in the form of our actions. We are based in the wonderful city of Portland, Oregon. As a reflection of our values, we provide our employees fully paid benefits and above-average wages. If you believe in the importance of equity in our society, then our values align with yours.
We care about our clients, and we work each day to tangibly express that caring in the form of our actions. We are based in the wonderful city of Portland, Oregon. As a reflection of our values, we provide our employees fully paid benefits and above-average wages. If you believe in the importance of equity in our society, then our values align with yours.
Services
We are a client-centered enterprise dedicated to delivering outstanding service and informed advice. We strive to understand your vision for your future such that we can help you make today's financial and wealth management decisions in the context of a much larger whole-the whole that encompasses the journey of a lifetime.
The first phase of our work together is to complete a Comprehensive Financial Plan. As a firm, we believe that is vitally important for us to understand the entirety of your financial situation before we delve into the work of managing your wealth. Management of your wealth is a responsibility that we take seriously.
Nancy has over 24 years of experience as a financial advisor. She is a CERTIFIED FINANCIAL PLANNER practitioner. Her undergraduate degree is a Bachelor of Science with a dual major in Accounting and Finance. She started her professional career in public accounting with Ernst & Young. Basically, she's a numbers gal who loves to help people.
There are two lovely quotes we share with you here. They capture the essence of our philosophy. You see, we believe our firm is not about platitudes or catchy phrases, it's about sharing with you the essence of what motivates the individuals who serve you. Go placidly amid the noise and haste, and remember what peace there may be in silence.
Expert-a person who has a comprehensive and authoritative knowledge of a particular area. Each member of our financial planning and wealth management team attends a variety of cutting edge workshops, conferences and symposiums throughout the year. We invest in our continuing education, so that we can continually expand the depth and breadth of our knowledge.
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