Bluff Management Company

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, your family, your business — and how you see your needs changing over time. Learn how The Summit Financial Strategies can work with you to help your financial needs.

Pinnacle Tax Financial Services, LLC is a small, independent tax and financial services firm in Beaverton, OR, offering personalized services tailored to meet the unique needs of each client. From tax planning and representation to financial planning and investment management, their team is dedicated to providing comprehensive solutions. With a focus on client satisfaction, Pinnacle Tax Financial Services, LLC strives to deliver exceptional service and expertise in tax and financial matters, ensuring their clients receive the guidance they need to make informed decisions for their financial future.Generated from the website

Addison Avenue Investment Services is a Hillsboro-based financial advisory firm that offers sophisticated wealth management services tailored to individual needs. With years of experience, the firm provides carefully measured guidance through disciplined planning, attentive insight, and analytical capabilities. Their comprehensive planning approach encompasses a thorough review and analysis of all aspects of clients' financial lives, while their retirement planning services aim to be the ultimate steward for wealth, simplifying complexities with a range of tailored strategies. Addison Avenue Investment Services also offers financial planning services to help clients pursue financial independence and achieve their goals, as well as sustainable investing options that integrate environmental, social, and governance criteria. Recognizing the unique challenges faced by different client groups, Addison Avenue Investment Services serves a diverse range of individuals, including retirees, women investors, corporate executives, and families. Their team of experienced financial advisors, including Kimberlee Bouska, Richard Lee, and Fiera N. Brein, is dedicated to providing personalized guidance and addressing individual needs. With a structured process, analytical insights, and specialized knowledge, the firm aims to help clients make informed financial decisions and achieve their long-term objectives.Generated from the website