Who We Serve

Our clients come from a variety of professions, faiths, political views, lifestyles, and geographic locations, yet they share the following characteristics.

We are a fee-only wealth management firm in Bend and Eugene, and a Registered Investment Adviser regulated by the SEC. Although many of our clients are from Oregon, we serve clients in 14 states across the country.

Our services fit best with clients who have at least $2 million in investment assets or who have a net worth of at least $4-5 million. The below graphic is intended to help you better understand the profile of those who are attracted to the “client – wealth counselor” relationship we provide.

who we serve

As of May 2018