Portfolio Strategies

In operation since 1977, Washington Capital Management is a full-service investment advisory firm. Based in Seattle, Wash., the company offers a variety of investment products across Southern and Northern California areas. It also specializes in providing equities, fixed income, limited maturity fixed, short-term income, mortgages and real estate solutions. Its bottom-up analysis includes performing independent, exhaustive fundamental research on sectors and issues to identify relative value opportunities and predictable/stable cash flows to minimize duration shift.

Brighton Jones is a wealth management firm that aligns your wealth, passions, and purpose so you can pursue your richer life. We call it the Personal CFO approach to wealth management. Your Personal CFO team develops a deep understanding of your future goals and current lifestyle, then builds and implements a personalized plan for you. This plan aligns your wealth with your values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tacoma, WA area, Bowen Scott will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.