About Us

Our identity honors the Deschutes River, one of the West's most remarkable waterways.

A popular river for fishing, rafting and other sports, the Deschutes has a great deal to offer to those willing to assume the risks in its many turns and falls.

The river is a reminder to us of the importance of careful preparation, skill, patience and, when necessary, consultation with experts, in the pursuit of reward.

Deschutes not only reflects the spirit of our Pacific Northwest home, but serves as a representation of the path we take with clients as we skillfully move forward through familiar, yet always challenging and potentially volatile markets with skill, ability and care.

Biographies
Our Principals have over 30 years of combined experience in financial management and consulting.

Complimentary plan review
Complete our on-line survey for a complimentary review of your program by our experienced investment planning consultants.