Investment management and financial planning are daunting endeavors without proper guidance. Bear Mountain Capital provides clients with confidence their long-term goals and needs are well-understood and well-managed.
We work hard to understand each client we serve. Through personal service and a thorough understanding of capital markets, Bear Mountain Capital provides complete investment management solutions for our clients.
Disclosure: The investment adviser, salesperson or representative in question may not transact business in Washington unless appropriately registered, or excluded or exempted from such registration.
The 2016 U.S. election was among the most colorful and dramatic in our history. While it remains to be seen how consequential it will be, one potential impact of particular interest to us at Bear Mountain Capital is the fate of the 2010 Dodd-Frank Act. Dodd-Frank was a complex legislative package enacted with the broad goal of preventing a… Read more
Our friends at Helsell Fetterman have prepared a 2017 Estate Planning Update which we are providing below. Helsell Fetterman is a local law firm located in Seattle, WA, whose Estate Planning and Probate group is headed by Laura Hoexter. Her group maintains expertise in many areas, including estate planning, trust administration, generation skipping transfers, and family business succession planning…. Read more