Trusted Advisors

Peregrine Asset Advisers in Portland, OR, is a team of expert investment managers dedicated to helping clients achieve long-term financial independence through customized investment management. With a focus on growth and profit, they strive to make assets thrive for investors of all types. Utilizing a combination of industry game changers and a tailored investment process, Peregrine Asset Advisers aims to provide clients with strong long-term investment returns and dedicated, responsive service. Their collective experience and expertise make them a trusted partner in helping clients reach their financial goals. Generated from the website

Gore Financial Group is a financial services firm based in Lake Oswego, OR, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term wealth management, the team at Gore Financial Group helps clients navigate the complexities of the financial landscape with expertise and care. Generated from their business information

Columbia Associates Financial Group was founded by Doug MacLardy in Vancouver, Washington, in 2005 when he was affiliated with LPL Financial. His tenure in the financial industry dates back to 1985 and includes firms such as Raymond James Financial Services, LPL Financial, and ING Financial. The company expanded in 2019 and Columbia Associates Wealth Management Group was formed by founding members Doug MacLardy, Tim Smith, and Robert Musante. Drawn by its client-first culture, Columbia Associates Wealth Management Group joined Concurrent Advisors in 2023. Visit our affiliate office at 16508 SE 24th Street, Suite 201, Vancouver, WA 98683.