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We are a state chartered trust company, providing investment management, wealth planning, and trust services to individuals, families, and nonprofits across Washington and Oregon.
We are passionate about helping people solve financial problems, understand their wealth, and protect their family and property. We recognize that for many people financial planning and investing is complex, frustrating, and sometimes overwhelming. We also know how devastating the lack of good planning and prudent management can be to long-term goals. Individuals, families, and entities need advice and guidance that is given in their best interest and free of conflicts of interest. We love making the complicated clear and the confusing easy to understand.
We’ve developed a business model, grounded in fiduciary principles, that puts our clients’ needs first. Built on our knowledge, expertise, and experience, our approach is comprehensive and highly personalized. We look at the complete financial picture for each of our clients, develop a plan and investment management objective that is suited to their goals, and work closely with them over the years to manage their wealth. We’ve achieved our goals when our clients have achieved theirs.
*Investment services are offered through Riverview Trust Company, a subsidiary of Riverview Community Bank. Investments are NOT A BANK DEPOSIT - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT BANK GUARANTEED - and MAY GO DOWN IN VALUE.