Portland - SW 5th Ave | Suite 1200
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Portland - SW 5th Ave | Suite 1200
1211 SW 5th Ave
Suite 1200
Portland, OR 97204


Your Portland Team
Kathleen Kee
CFP®
Senior Wealth Advisor
Carmen Wong
JD, CFP®
Wealth Advisor
Josh Cepeda
CFP®
Wealth Advisor
Ryan Berning
CFP®
Wealth Advisor
Lex Grecu
CFA®, CFP®
Wealth Advisor
Travis Harper
CFP®, CRPC®
Wealth Advisor
AJ Cheang
CFP®
Associate Wealth Advisor
Alex Chan
CFP®
Associate Wealth Advisor
Tori Trosset
Associate Wealth Advisor
Mark Vermillion
CFP®
Associate Wealth Advisor
Brent McKee
CPA
Associate Wealth Advisor
Ryan Roberts
Client Relationship Specialist
Jennifer Saunders
Client Relationship Specialist
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Enjoy some of our latest resources
July 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
Read the articleJuly 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the articleJuly 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
Read the article