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Serving Our Communities

To expand our influence and enhance our impact on people’s lives.

Donating, volunteering, attending events, serving on boards. We do these things because beyond being wealth managers, we’re passionate citizens dedicated to giving back to the organizations that take care of our children and our communities.

Every member of our team values contributing to those who are less fortunate, as well as supporting the people that help make our world a better place. Nothing makes us more proud than seeing our efforts create brighter, more abundant futures. We are honored to be recognized since 2019 by the Portland Business Journal in the small business category for our philanthropic giving.

Who We Support

Portland Salvation Army

The Cathedral School  


Children's Cancer Association

New Avenues for Youth

Family Building Blocks

Blanchet House

Junior Achievement of Oregon & SW Washington

Solve Taking Care of Oregon

Oregon Humane Society

Fences for Fido

Family Dogs New Life Shelter

Dove Lewis

Guide Dogs for the Blind

Oregon Food Bank


Portland Art Museum

Japanese Garden

All Classical Portland

Heifer International

Habitat for Humanity

Homes 4 Families

American Red Cross

ALS Association

The Children's Book Bank

Dunway Elementary School

Volunteers of American Oregon

Christ Episcopal Parish

Archdiocese of Portland In Oregon

St. Mary's Academy

All Saints