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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.

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


OPB

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

Autism Society of Oregon


Archdiocese of Portland In Oregon

St. Mary's Academy

All Saints