Our Services

Building a foundation for multigenerational prosperity through management, consultation, and stewardship.

The three services below form the backbone of our practice as fee-only financial advisors in Bend and Eugene Oregon, and we provide each within the context of managing risk to increase wealth. We balance research-oriented, prudent investment strategies with outside-the-box opportunity recognition.

Building hard-to-break strategies

Embracing the complex

Creating purpose and meaning