Skip to content
  • O: 253.313.1992
  • F: 971.216.3030
  • T: 253.964.9118
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Dustin Marlett
    • Hope Evans
    • Natalie Edgar
    • What Makes Us Different
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Healthcare Professionals
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Approach
    • Business Planning
    • Education Planning
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Lake Oswego
    8 N State St Ste 300 Lake Oswego, OR 97034-3956 T: 253.313.1992 F: 971.216.3030
    Map and Directions Map and Directions
  • DuPont
    1100 Station Dr Ste 161 Dupont, WA 98327-9777 T: 253.964.9118
    Map and Directions Map and Directions
State and Shore Wealth PlanningState and Shore Wealth Planning
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
  • Topic
    • Investment Strategy
  • Media
    • Article
    • Webinar
Nudge Theory and the power of positive patterns
Small beneficial “nudges” can help build healthy habits – both personal and financial.
Family & Lifestyle
The benefits of investing with intention
Align your values with specialized investment and philanthropic vehicles.
Estate & Giving
Read
Read
Why choose sustainable investing?
Explore four reasons many investors look closely at ESG criteria.
Markets & Investing
Webinar replay - Ascending Into Summer
6/6/2022
Consumer spending patterns are starting to shift.
Markets & Investing
How rebalancing helps keep your portfolio on track
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Always here for you
State and Shore Wealth PlanningState and Shore Wealth Planning
  • Lake Oswego 8 N State St Ste 300 Lake Oswego, OR 97034-3956
  • T 253.313.1992
  • F 971.216.3030
  • Map & Directions
  • Map & Directions
  • DuPont 1100 Station Dr Ste 161 Dupont, WA 98327-9777
  • T 253.964.9118
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. State and Shore Wealth Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use