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Corporate Office
3047 78th Ave SE, Ste. #203
Mercer Island, WA 98040
Phone: (206) 850-5280

Wealth Management

Our clients come to us with two things:  their money and their trust.  It is our responsibility to ensure we provide our clients with a broad array of alternative investment options to work toward achieving their specific personal requirements.  Some clients seek liquidity, some seek income, but all clients want to preserve the money they have worked so hard to earn over the years

Our clients are accredited high net worth individuals and families, and small to medium-sized businesses seeking advanced financial and estate planning techniques, coupled with traditional and alternative investment products designed to create capital appreciation and tax-advantaged income. We adhere to the basic concepts of modern portfolio theory based largely upon the work of Nobel Laureate, Dr. Harry Markowitz.  We strive to help our clients broadly allocate their investments into suitable, non-correlated products ranging from stocks, bonds and mutual funds to oil & gas, managed futures, equipment leasing, note and debentures and a variety of syndicated real estate such as REITs.

Each portfolio is designed to achieve the client's unique financial goals and their requirements for safety, income, investment horizon, risk tolerance and overall suitability.

*An accredited investor is an investor with a net worth of $1,000,000 or more (not including the value of their primary residence) or an annual income of at least $200,000 for individuals or $300,000 for married couples.