HistoryThe business started as a family office for our founder Gary Furukawa. It has grown on a referral basis since then. We have offices in Portland, Seattle, and San Francisco. Still 100% employee-owned and we (the employees) invest alongside our clients in the same strategies.SpecialtiesI take the time to understand my clients short and long term goals, needs, and wants. We collaborate to build a comprehensive financial plan (road map) to get there. My team and I solve problems for clients, providing them the freedom to focus on what truly matters. I work with other professionals in my clients' lives to simplify the process. We focus on principles of financial planning: tax, estate, philanthropic, and investment planning. In the investment planning arena, we focus on true diversification - not just stocks and bonds - by investing directly in real estate, hedged funds, and other unique ideas we find in the market. We are opportunistic and believe our clients should be as well, as long as it fits with the client's financial plan.

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