Portland - SW 5th Ave | Suite 1200
Proudly Serving
Portland - SW 5th Ave | Suite 1200
1211 SW 5th Ave
Suite 1200
Portland, OR 97204
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Your Portland Team
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Kathleen Kee
CFP®
Senior Wealth Advisor
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Carmen Wong
JD, CFP®
Wealth Advisor
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Josh Cepeda
CFP®
Wealth Advisor
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Ryan Berning
CFP®
Wealth Advisor
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Lex Grecu
CFA®, CFP®
Wealth Advisor
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Travis Harper
CFP®, CRPC®
Wealth Advisor
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AJ Cheang
CFP®
Associate Wealth Advisor
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Alex Chan
CFP®
Associate Wealth Advisor
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Tori Trosset
Associate Wealth Advisor
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Mark Vermillion
CFP®
Associate Wealth Advisor
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Brent McKee
CPA
Associate Wealth Advisor
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Ryan Roberts
Client Relationship Specialist
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Jennifer Saunders
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
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July 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.
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July 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.
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June 23, 2025
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.
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