Collective Wealth Planning

The firm serves individual and high-net-worth clients with wealth management and investment management services and delivers comprehensive financial planning, including written plans and retirement planning analysis. It also offers project-based Oregon PERS consultations on an hourly basis and provides educational seminars and speaking engagements on general financial topics.

The firm's investment process emphasizes asset-allocation-driven portfolio construction informed by fundamental and technical analysis, and it typically manages client accounts on a discretionary basis while allowing reasonable client-imposed restrictions. It may engage third‑party outside managers — including GeoWealth as a sub-advisor — and uses those platforms to implement model allocations, including socially conscious (ESG) portfolios, while operating as a fee‑only adviser.

Noteworthy aspects relative to peers include the practice’s solo‑advisor structure combined with the explicit offering of educational seminars and public speaking (services that are uncommon among independent advisers) and the addition of Oregon PERS consultations as a distinct service. The firm also coordinates arrangements with custodians and outside managers whereby an outside manager debits a consolidated advisory fee and remits the firm’s portion, rather than billing clients separately for each manager.