The relentless pursuit of value.
The thoughtful exercise of judgment.
Independent Wealth Management
805 Broadway, Suite 400
Vancouver, WA 98660
Tel 503.227.5778
Photo by Nicole Freshley
Our Story
We began in 2002 with a question: if we weren’t experienced investment professionals ourselves, how would we want our own money to be managed?
Approach
Our investment approach emphasizes value, diversification and adhering to a long-term strategy informed by comprehensive financial planning.
Leadership
Our tight-knit, highly collaborative investment team includes four members who have been awarded the Chartered Financial Analyst designation, two MBAs and a CPA to bring a range of perspectives to portfolio strategy and client problem-solving.