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.
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