Each client is as unique as their personal objectives. It is critical to assemble the best team of advisors for the client. With our open architecture format we welcome the opportunity to work with your current advisors and can bring experts to the team as necessary.

Perkins & Co.

Every major decision our clients make has some income or estate tax effect. We are fortunate to have a relationship with Perkins & Company, P.C., Oregon’s largest local accounting firm. They allow us to expand our depth and breadth of expertise. A full service accounting firm with expertise in estate planning, succession planning, charitable strategies, income tax planning and business valuation - we call on Perkins professionals when the need arises.

Aegis

About Aegis Group:

  • 13 independent financial planning & investment management firms
  • All fee-only
  • Highly experienced, national reputations

Aegis Group purpose:

To enhance each other’s professional skills through sharing of knowledge, expertise, best practices and resources in a non-competitive, confidential and supportive environment.



Regular contact with each other:

  • Monthly hour-long conference calls
  • Daily emails
  • Annual on-site meetings for peer review and technology sharing
  • Network meetings at national conferences