From the basics to sophisticated, long-term planning, we have it covered and we make it simple. Most of us only retire once – make it memorable.
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Client Relationship Summary
ph: 503-636-2022
sms: 503-966-9456
From the basics to sophisticated, long-term planning, we have it covered and we make it simple. Most of us only retire once – make it memorable.
Whether you’re still building or are where you want to be, we will be there every step of the way to take it to the next level.
You don’t need to feel overwhelmed or intimidated by the sea of products out there. Leave the hard part to us.
Our goal is to get to know you by listening and coming to an understanding of your concerns, needs and wants, not just as advisors but also as family members. Only then will we create strategies to tackle the problems. We build trust by asking the right questions, giving honest, unbiased advice and nurturing long-term mutual relationships.
Now is the Time to Invest in Your Future. Contact Us Today
![]() Henry Yu, CFP® AEP® Managing Member & Portfolio Manager |
![]() Valerie Wakefield Assistant Portfolio Manager |
By SGA Admin
By SGA Admin
By SGA Admin
Monday – Friday:
7:30 AM – 4:00 PM Pacific
205 Corporate Center
12901 SE 97th Ave, Ste 390
Clackamas, OR 97015
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Phone: 503.636.2022
Text: 503.966.9456
Fax: 503.635.6473
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