2001 6th Avenue, Ste. 2401, Seattle, WA 98121 | 206.690.2811 | EMAIL US
2001 6th Avenue, Ste. 2401
Seattle, WA 98121
206.690.2811
EMAIL US
© Bear Mountain Capital Inc. 2023
If concerns about your financial future haunt you, it’s time to call Ghostbusters. Kidding. Just call us. We can help.
“Sleepless in Seattle”is not our motto. Our planning process helps answer those nagging questions keeping you up.
Your investment portfolio should be built around your long-term plan. It’s hard to invest if you don’t know what you are trying to achieve.
We aren’t experts in everything. But we make friends with people who are. Your financial life requires a team. Let us help you build it.
Earlier this month, our team had a meeting with Fidelity Charitable. Although they share the Fidelity name with Fidelity Investments (the custodial firm), they operate as an independent 501(c)(3) public charity. Fidelity Charitable works with donors to maximize their philanthropic wishes through a donor-advised fund, commonly referred to as a DAF. What makes a DAF so great that I needed to write about it? DAF’s are unique in that they…
Compelling investment opportunities are not easy to find. We’ve done some looking. You might like what we’ve found.