Cooley Asset Management

Baker Ellis Asset Management, established in 2002, focuses on delivering independent wealth management services to a diverse clientele that includes individuals, trusts, and corporate clients across North America and internationally. Their investment philosophy centers on value, diversification, and a long-term strategy, informed by comprehensive financial planning. The firm boasts a collaborative investment team with diverse qualifications, including MBAs, Chartered Financial Analysts, and Certified Financial Planners who collectively contribute to innovative investment strategies and effective client solutions. Committed to fostering financial peace of mind, Baker Ellis seeks to invest in robust businesses led by shareholder-friendly management. Generated from the website

Visit our office today located in Portland, OR. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

JGP Wealth Management Group, established in 1993 and based in Portland, OR, specializes in guiding entrepreneurs and executives through their financial challenges while empowering them to pursue their dreams. The firm's dedicated team is committed to maintaining a high standard of financial services, emphasizing core values such as integrity, dependability, and accountability in every client interaction. Focusing on a diverse clientele that includes women professionals, business leaders, and divorcees, JGP Wealth Management collaboratively addresses each client's unique financial goals. As a registered investment adviser, they manage financial affairs, enabling clients to concentrate on what matters most in their lives. Generated from the website