Serving Investors Across America Since 1996
As a Registered Investment Advisor Firm, with our home office in the Sacramento Valley and serving the Pacific Northwest from Spokane, Washington, we uphold the highest fiduciary standards; we focus on your goals.
When you do better, we do better. Your success is our motivation!
Pre-Retirees & Retirees
As you prepare for retirement, can you confidently say that your money will outlive you? Or will you outlive your money? We offer comprehensive wealth management plans strategically designed for pre-retirees and retirees to help sustain wealth, offer long-term growth, and provide financial security for all stages of life.
Designed for You
Farmers & Ranchers
In times of uncertainty, ranching and farming can be risky business. Investing doesn't have to reflect that level of risk. We can bring stability during volatile financial times by providing balanced, long-term plans.
"Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this."
- Dave Ramsey
Small Business Owners
We serve small business owners who may be experiencing a gap among the services offered by traditional financial consultants.
Take control and learn about where your money can go today
Take that first step to personal investing with our library of resources
Take a Closer Look
Second Opinion Service
"Will my money outlive me? Or will I outlive my money?"
In less than sixty minutes, we can provide a comprehensive and enlightening 3-step analysis of your long-term financial plan and portfolio.