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.
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
College is expensive. Being prepared and putting money aside in a qualified 529 college savings plan can help you get ready for the onslaught of expenses you and your child will face when your child is ready to leave home for the college experience. Our friends at American Funds have put together a summary list of qualified and non-qualified distributions… Read more