With more than 40 years of experience in financial planning and investment management, Bill Lockwood has the accumulated knowledge and perspective to help you with your financial goals. Bill understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. His main focus is to help build, manage, preserve and transition his clients’ wealth.

Bill endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Bill designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, puts it into action and remains open for conversations about its performance to discover opportunities to adapt to life changes and new goals.

Bill has lived in Vancouver, Washington, since 1975. He and his wife have two grown sons, both of whom make their home in the Pacific Northwest. With a focus on giving back to the community, Bill is past treasurer and president of the Free Clinic of Southwest Washington and continues to serve on that board. He is also past treasurer of the Portland Opera and continues to serve on that board. During his free time, Bill enjoys skiing with his family, playing golf and repairing automobiles.