Our practice focuses on successfully assisting women and men through the divorce process and other life transitions. We work with Family Law attorneys and CPA’s in Washington, Oregon, Idaho and California to assist as a member of the advisory team of professionals. It is at the inception of the divorce process where we provide assistance to our clients with the development of essential financial declarations and asset documentation. We provide support through mediation and/or trial, and provide advice related to the property settlement agreement. This includes completing a thorough analysis of joint and separate property, identifying the most advantageous assets for retention, outlining various costs, potential tax liability and responsibility associated with each retained asset.

Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well.

Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you're used to, with the personal service of someone you trust and who truly understands your life needs and financial objectives. Our comprehensive suite of cash management and lending solutions can address both your short-term and long-term needs to help ensure that we are continuously working to fulfill your financial goals.

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.

Educating the next generation, providing for your family, leaving assets to charity: A thoughtful estate plan can help preserve, protect and transfer wealth to the individuals and organizations you care about most. Our team has the resources to assist your attorney and CPA in developing a personalized plan that reflects your values and aspirations. If you haven’t yet found the time to create or update your plan, we can help you find strategies that best fit your situation.

If you want to maximize the impact of your money, sustainable investing might be for you. As your dedicated guide, we can help you navigate the rapidly growing options in this field. That includes selecting sustainable investing strategies that align with your values and the causes you’re most passionate about.

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to build your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are properly invested. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.

Our team of professionals reviews a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.

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