Hamilton Lane Incorporated

CFG Wealth Management is a financial advisory firm based in Portland, OR, offering a comprehensive range of services to help clients navigate their financial journey. With a team of specialists and a disciplined process, they provide custom-tailored plans, continuous monitoring, and frequent communication to ensure clients' needs are met. They go beyond just focusing on the bottom line, aiming to create a life balance that aligns with clients' goals and adapts to their changing circumstances. Committed to making a positive impact, CFG Wealth Management also helps clients design giving plans to support local initiatives and organizations. With a client-centered approach and a focus on building true relationships, they celebrate clients' milestones and stand alongside them through joyful moments. As a trusted partner, CFG Wealth Management brings heart and humanity to financial advisory, providing a lifelong approach to clients' finances.Generated from the website

Liberty Capital Investment is an established and successful registered investment advisor based in Portland, Oregon. With nearly 30 years of experience per broker, their team of professionals offers independent advice and exceptional service to help clients meet their financial goals. As an independently-owned local company, Liberty Capital is committed to providing cost-competitive, responsive, and personal services, making them a trusted choice for both first-time and established investors. Backed by the financial strength of Hilltop Securities, Liberty Capital Investment offers a wide range of practical and qualified investment options suitable for each client's unique goals and objectives. Their client-focused approach, respect for the representative-client relationship, and dedication to success make Liberty Capital a reliable partner in securing a prosperous financial future.Generated from the website

First Pacific is a financial management firm based in Portland, OR, offering comprehensive solutions to individuals and businesses seeking to create positive change in their families, communities, and the environment. With a focus on total wealth management, they provide guidance in retirement planning, risk management, investment management, charitable giving strategies, and more, helping clients align their finances with their values and pursue their goals. By integrating all aspects of their clients' financial lives, First Pacific empowers them to make informed decisions and pursue their true passions, while providing the confidence needed to make a lasting impact in the world. With a commitment to socially responsible investing and a comprehensive approach to financial planning, First Pacific aims to help individuals and businesses make the world a better place for all.Generated from the website