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Wealth Management
Now that you've accumulated wealth, thoughts need to turn to managing it and ensuring growth. Our Wealth Management group provides services that run the full spectrum, covering estate planning, trust management, family wealth planning, retirement planning, philanthropic ways to protect assets, and taxation advice. That may seem like a long list of jargon, but you'll feel so much better working with a team that understands the intricacies of each component, has other financial and accounting resources at its fingertips and can help lead you through a sometimes-hard-to-understand- process in an easy-to-understand way.
Pacific Investment Advisors LLC (PIA) is a fee-only investment management and financial planning firm that is also available to our clients. We often work together with PIA and other professional advisors so we are sure to leave no stone unturned in our quest for the best client solutions.
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The Team
Roy Abramowitz, Shareholder, Director of Wealth Management
Keith Meyers, Shareholder
Kathleen Kee, Pacific Investment Advisors
Allison Elliott, Senior Manager
Jo Hardy, Senior Manager
Eric Hormel, Senior Manager
Dan Monaghan, Senior Manager
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Case Studies
Charitable Remainder Trust
We helped a client fund a 20-year term charitable remainder trust with closely-held stock. The stock value had grown 7-fold at the time of funding with the Oregon Community Foundation. Certain designated charitable beneficiaries currently receive operational funding in excess of $500,000 every year into perpetuity.Estate Planning
We worked with clients to transfer their interests in a rental property to a trust to benefit their six grandkids. The grandparents received a substantial gift tax discount and we structured the trust so they (not the grandkids) pay the tax on its income which preserves the trust to fund college education expenses for the grandkids who range in age from 6 to 20. -
Affiliations