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Custom Creation Samples – Wendy J. Cook Communications

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Writing, editing and related services for evidence-based advisers. Why Work With Us. Get To Know Wendy. We regularly help advisers create the messaging on their websites. Here are some samples. Sequoia Private Wealth Management. Hanover Private Client Corporation. And Alten Sakai CPAs. Note: Read an independent review of Rockbridge’s site. Published in the May 13 Advisor Perspectives). Granite Hill Capital Management. Fort Vancouver Investment Management. An Estate Planning Overview for Families.

evergreenfinancialadvisors.com

Investment Management | Evergreen Financial Advisors

http://evergreenfinancialadvisors.com/investment-management.php

You and Your Family. Evergreen Financial Advisors: Where science, practice and people unite. As poet Ralph Waldo Emerson has observed, ". Money often costs too much. Misunderstood markets can wreak havoc on your plans. Burdensome fees and inefficient trading eats away at available returns. Emotional indecision sends you off-course. The science of investing:. For managing your money, we'll show you how to replace guesswork and emotion with evidence and reason, grounded in decades of academic inquiry.

evergreenfinancialadvisors.com

Our History | Evergreen Financial Advisors

http://evergreenfinancialadvisors.com/our-history.php

You and Your Family. Our Evergreen Roots Run Deep:. Evergreen's roots stretch to the 1950s, when our affiliated CPA firm Alten Sakai and Company was founded. To complement and strengthen Alten Sakai's tradition of forward-thinking client care, its partners launched Evergreen Financial as an independent Registered Investment Advisor firm in 2004, managed by Nelson Rutherford, CPA/PFS, CFP. More About Alten Sakai:. Business Journal Serving Greater Portland. Visit www.AltenSakai.com. Portland, OR 97223.

evergreenfinancialadvisors.com

Our Principles | Evergreen Financial Advisors

http://evergreenfinancialadvisors.com/our-principles.php

You and Your Family. When it comes right down to it, is there any other kind? Everything we do springs from our conviction that the only way to care about your financial interests is all the way:. We are a Registered Investment Advisor firm,. We are a fee-only practice,. Which means our sole source of compensation comes from you, our advisory client; there are no opaque or conflicting incentives from third-party sources to taint our relationship with you. Evergreen Financial Advisors, Inc. Evergreen Fina...

evergreenfinancialadvisors.com

Our Affiliations | Evergreen Financial Advisors

http://evergreenfinancialadvisors.com/our-affiliations.php

You and Your Family. We are defined in large part by the company we keep. Alten Sakai and Company, LLP. Our affiliated tax and accounting firm. Our alliance for helping us efficiently, cost-effectively implement our evidence-based investment strategy. Our back-office and business-continuity alliance. As Multnomah Group assists us with the logistics of managing your money, we are freed to dedicate our energy and attention to you, our client, as your fully independent advisor. Portland, OR 97223.

evergreenfinancialadvisors.com

Your Career | Evergreen Financial Advisors

http://evergreenfinancialadvisors.com/your-career.php

You and Your Family. You and Your Family. We're a local business, here to help our own. Face the financial challenges and seize the rewarding opportunities available in our vibrant community. For working and retired small business owners, executives, managers, professionals, and institutional and personal trustees, we'll help you think through and adeptly address:. Defined contribution, defined benefit and profit sharing plans. Business purchases, expansions, sales and succession plans. Portland, OR 97223.

evergreenfinancialadvisors.com

Evergreen Financial Advisors | Portland, Oregon Investment Advisors

http://evergreenfinancialadvisors.com/index.php

You and Your Family. Common-sense investing for confident living. We're dedicated to serving Alten Sakai and Co. clients and advancing financial literacy in our greater Portland community. Like your favorite coat, we're shaped to suit your aspirations. For You and Your Family. Build a lifelong financial foundation to protect your loved ones and pursue your dreams. For Your Career Wealth. Adeptly address retirement funds, executive compensation, institutional assets and more. Portland, OR 97223.

evergreenfinancialadvisors.com

Financial Literacy | Evergreen Financial Advisors

http://evergreenfinancialadvisors.com/financial-literacy.php

You and Your Family. In our practice and in our community. We at Evergreen are strong advocates of financial literacy. Basic financial literacy is an essential component in a tripod of financial care. As your steadfast guide. Throughout your relationship with us we'll encourage you to remain an informed participant in your financial future — in word, in action and by sharing select resources. Especially their insights on how individuals are never too young to save, invest and manage their financial risk.

evergreenfinancialadvisors.com

Your Charitable Giving | Evergreen Financial Advisors

http://evergreenfinancialadvisors.com/your-charitable-giving.php

You and Your Family. You and Your Family. Immeasurable gifts come to those who give. Which makes philanthropy far more than a mere financial opportunity for families who are charitably inclined. Meaningful charitable giving melds traditional tax planning and investment management with the rich rewards embodied by:. Reflecting your most important values. Enhancing your personal well-being. Inspiring your children with a model for family giving. Strengthening ties and relationships within your community.