We are an independent wealth management firm located in Bend, Oregon that simply wants to help people with all facets of their finances.  So, we built a firm that we would want to be associated with as clients.  That is why we utilize an investment strategy grounded in academic research from Nobel Prize-winning economists. We then put that power to work by tailoring a portfolio to fit each individual client.  We also ensure that allocation is paired with a financial plan that allows each client to track their success, and see what changes need to be made to meet their goals.