You work hard to provide for your family, today and tomorrow. Our experience working as a family in the financial industry, and our focus on families allows us to keep the most important thing in your life at the forefront of your financial planning and management goals.
We understand multigenerational investment goals and accommodate them within our investment philosophy and fee structure. For example, we accept small accounts within your family in order to provide them with the same personalized service that you receive.
2003 Alumnus of the Year award from Polytechnic University to Larry Katz for the engineering of our investment model.
Ranked #29 in Growth amongst Registered Investment Advisory firms – Financial Advisor Magazine (July 2007)
2012 Five Star Wealth Manager: Best in Client Satisfaction – Seattle Magazine
We are proud to share with you some of the awards we have been presented over the years. We feel these awards confirm our focus on client service and portfolio performance. We are proud to be serving our 5th generation of families and hope to continue to exceed client expectations.
We are committed to providing personal interaction with our clients, this site is meant to enhance your connection with us, not replace it. Please feel free to contact us with your thoughts and feedback on how we can make your online experience with us better.