Serving clients is a team effort. Our Seattle-based team is built with a diverse skill set in mind. Our backgrounds in investing, planning, accounting, insurance and operations allow us to work on helping clients meet their needs efficiently and effectively. We also try to make it enjoyable along the way.
Aside from being a fun-loving bunch, we are serious about our work. As a registered investment adviser, we act as fiduciaries for each one of our clients. Being a fiduciary means we have a legal and ethical obligation to put our clients' interests first. So you can trust that we're always working on your behalf.
Aside from being a fun-loving bunch, we are serious about our work. As a registered investment adviser, we act as fiduciaries for each one of our clients. Being a fiduciary means we have a legal and ethical obligation to put our clients' interests first. So you can trust that we're always working on your behalf.
Services
As we move through life, things tend to get more complicated. Our relationships, careers, finances all evolve into many moving parts. Often, after nailing down one part of life, another part can unexpectedly fall into disrepair. Our approach at Bear Mountain Capital breaks out into three phases: financial planning, investment management and comprehensive advice.
The biggest misunderstanding about financial wellbeing is that if you make more money, you'll be more financially secure. That is generally not true. If you earn $500k a year but spend most of it on a hefty mortgage in Seattle, send your kids to a private school, own a couple of cars and go on a few well-earned vacations, chances are you are no more financially secure then someone who makes a fraction of your income.
Portfolio and investment management doesn't need to be complicated. In fact, the simpler the approach, the more effective it can be. After we've worked through the first phase of financial planning with a client, we move to developing and executing an investment strategy on their behalf. Really, this means assessing what point you will lose sleep if your portfolio loses value.
As our clients'needs are broad and varied, we work hard to develop relationships with professionals of all stripes whether they live in Seattle, San Francisco, or Honolulu. Our network of estate planning attorneys, business attorneys, certified public accountants, insurance providers, real estate professionals and even senior care consultants ensure we can quickly identify ways to help you.
Joe likes to speak about himself in the third person. But, who doesn't? Joe was born and raised in Washington State. He's been fortunate to live everywhere from Italy and Ireland to Washington DC and San Francisco and loves to travel, ski and be on the water with his wife and two boys. He has been in the investment advisory business since 2002 (when he first moved to Seattle) and hasn't looked back.
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