Kerin Clark, Investment Advisor Representative

Johnson Bixby & Associates LLC, located in Vancouver, WA, is dedicated to helping individuals, couples, and families realize their financial possibilities through comprehensive financial planning and ongoing advice. Their team of expert financial planners offers services such as retirement planning, tax strategies, and estate legacy planning, ensuring that clients can make informed decisions throughout various life stages. With a focus on empathy and expertise, Johnson Bixby prioritizes proactive financial planning and portfolio management, fostering long-term relationships with clients. The firm is committed to guiding clients in navigating life's complexities, empowering them to achieve their goals and live their best lives. Generated from the website

Granite Wealth Strategies in Vancouver, WA is a comprehensive financial planning firm dedicated to helping individuals pursue true wealth beyond just monetary assets. Their team of financial advisors offers services such as financial planning, investment management, retirement planning, tax planning, and estate planning to assist clients in achieving their financial goals and securing their legacy. With a focus on coaching clients through life's important milestones, Granite Wealth Strategies acts as an accountability partner and advocate to ensure clients stay on track towards financial success. Their tailored approach includes creating personalized financial plans, implementing disciplined investment strategies, and providing proactive tax and estate planning services to help clients build and maintain their wealth.Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations