As a father-daughter duo, Dave and Tristen have taken many camping, paddling, and fishing trips together throughout the years. While each of their trips looked a little different, common themes were the portages and journeys through the woods that they took to arrive at their destinations. As with any successful adventure, they planned and prepared for all of the points along their treks in order to experience some truly breathtaking and tranquil parts of nature.
Today, Dave and Tristen still share their love for the outdoors but have shifted their meaning of portage from the woods to personal finance. Together, they assist clients with planning and executing their financial journeys. After all, there is always a next portage to be thinking about.
Our mission is to help our clients navigate their next financial portages by providing personalized guidance, financial expertise, and unwavering support. We aspire to build lasting relationships based on trust, transparency, and exceptional service.
Our firm is founded upon three main principles, with our clients at the center of everything we do.
We prioritize clear communication about fees, investment strategies, and potential risks and rewards. The comprehensive information we provide gives our clients the opportunities to make well-informed decisions.
We prioritize the unique goals and needs of each client, staying true to our fiduciary responsibilities. We strive to create a client-first experience and make recommendations with the client’s best interests at heart.
Honesty and consistency are at the forefront of all our client interactions. Building trust is equally important to us. We are committed to maintaining high ethical standards and fostering long-term relationships.