Two moves are better than one.

Over the years, your support and trust have contributed significantly to the growth of our company. I’m thrilled to announce that we have purchased a building with some of our trusted partners, and we will soon be moving into a more spacious and productive office space in Raleigh Hills, just north of our current location. 

There’s just one catch: we won’t be able to occupy our forever home right away, so an interim move is necessary. In the coming weeks we will be moving into a temporary location in downtown Lake Oswego, at 525 3rd St, Suite 327. This temporary space will serve as our operational base until our new, permanent office is ready for us.

Nobody likes to move, let alone twice in such a short timeframe. But I want to assure you that there will be no disruptions to our operations, and you will continue to receive the exceptional service you have come to expect from us. Should you have any questions or concerns during this transition, please don’t hesitate to reach out to me directly. Your feedback is invaluable, and I’ll assist you in any way I can.

Thank you for being a part of our journey. We look forward to sharing the benefits of our new space and continuing to serve your financial needs for many years to come. Plus, once we’re all settled in, we plan to throw a big office warming party and you’re invited!