The relentless pursuit of value.
The thoughtful exercise of judgment.
Independent Wealth Management
805 Broadway, Suite 400
Vancouver, WA 98660
Photo by Nicole Freshley
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?
Our investment approach emphasizes value, diversification and adhering to a long-term strategy informed by comprehensive financial planning.
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.