Do you use mutual funds or ETFs?
Generally, no. We primarily build individual stock and bond portfolios. This keeps fee layers down and allows for tax‑aware decisions at the security level.

How many clients do you serve?
We keep the practice intentionally limited to around 120-150 households. This ensures high‑touch, customized service.

What’s included in your fee?
Our fees cover planning, portfolio management, reporting, estate and insurance reviews and access to each member of your team.

How often do you review accounts?
We conduct quarterly deep dives into every account—rebalancing or making broader changes as needed, within your plan parameters. We will make changes off-quarter when a change is warranted in a broadly held position.

Who do you work with?
Individuals, families, trusts, small businesses, and non-profits.

Where do you work with clients?
We serve clients wherever they are comfortable meeting—video or in person. We are available to meet with clients in person in our Seattle office, or via Teams/Zoom meeting.