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Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and independent advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Our History

Our History

We take our personal commitment to each clients' financial future to heart. Our clients have direct daily access to Lance and Brent Steinberg, 4th generation Oregonians who each have more than 25 years of experience managing client assets.

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Our Resources

Our Resources

Our resource center offers a broad spectrum of timely, informative articles written with you in mind. 

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