Empirical Wealth Management

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We begin our service with the offer of a comprehensive financial plan that helps us to create a picture of your current financial condition in conjunction with your personal goals. The plan provides you with a tool to help you to clarify your investment and life objectives. Out of this plan the investment strategy is born and asset allocation decisions are agreed upon.

We focus on maximizing return and minimizing risk given your return requirements and risk preferences. We then monitor and implement the investment plan, regularly reviewing with you the progress made towards achieving your financial and personal goals.
We recognize that as individuals our clients have unique goals and interests. Whether your goals are to establish financial independence and secure a comfortable retirement, leave a legacy for loved ones, support charities and causes that you care about, or all of the above, it is our mission to be the best at helping you achieve these dreams.

Successful Investing Radio hosted by Kenneth R. Smith and Jack Monteith. They created this show out of frustration with the mainstream financial media. In discussing why they created this show Ken has stated, "Investors often find that it is difficult to differentiate between financial entertainment and solid financial advice."
"Successful Investing" is our way of educating investors on the scientific way to invest, "it is our goal to have a positive impact on the communities we serve by sharing sound insights."

1420 Fifth Avenue, Suite 1740 - Seattle, WA 98101 - 206-923-3474
9755 SW Barnes Road, Suite 210 - Portland, OR 97225 - 503-808-9005
1400 Executive Parkway - Suite 245 - Eugene, OR 97401 - 541-338-3000