Wealth Management & Financial Planning Tailored For Your Unique Needs
Serving committed investors with complex financial needs for over 55 years.
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Servicing Walla Walla

Now providing residents of Walla Walla with a local office for their convenience.

Start Living Your Best Financial Life
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Fiduciary-Centered Advice
Acting as a fiduciary is at the core of each client relationship that we build.

Individuals & Families

  • Saving for Retirement
  • Investing in Your Future
  • College Education
  • Inheritance
  • & More

Corporate Retirement Plans

  • 401(k) and 403(b)
  • Profit Sharing
  • 457 Deferred Compensation
  • Employee Stock Ownership

Charitable Organizations

  • Corporations
  • Foundations
  • Endowments

Private Trust Services

  • Living Trusts
  • Charitable Trusts
  • Irrevocable Trusts
  • Asset Protection Trusts

Our Latest Insights

Find the guidance you need in an extensive library of financial perspectives and commentaries.

the Trusted Financial Path™

  • 1

    The Compelling Conversation

  • 2

    The Evidence-Based Method

  • 3

    The Essential Discovery

  • 4

    The Strategic Solution