Fee-only fiduciary wealth advisors helping retirees make ongoing tax-smart financial decisions.
We provide ongoing financial planning and investment management for retirees and near-retirees in SW Washington and Portland who value a continued partnership with a trusted advisor with a focus on:
Retirement income & spending strategy - helping you maximize your monthly spending.
Long-term tax planning - ensuring that you minimize your retirement tax bill.
Fee-only investment management - using the optimal investment strategy for your evolving life.
Integrated planning - across retirement, taxes, and legacy decisions in coordination with your CPA and estate attorney.
Our clients typically identify with the following:
Within five years of retirement or recently retired.
Diligent savers who have accumulated over $750,000 in retirement savings.
Value an ongoing professional advisory relationship.
Interested in exploring a long-term advisory relationship?
Please take a moment to answer a few questions below. This will help us determine whether it makes sense to schedule an initial conversation.
Our Team
Meet our team of CFP® and CFA® professionals focused exclusively on helping you live the retirement you want.
Fee-only fiduciary wealth advisors serving retirees in SW Washington, Portland, & Beyond.