Wealth Management Perspectives

Our team would like to congratulate Derek Pease for earning the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients.

Congratulations to our own Rob Shick, for making the Forbes Top Advisors in Oregon list! From the Forbes website, here is a bit about how they select advisors for the list, "The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data...