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. 2024
Anxiety about your financial plan and investment portfolio can creep in at the worst time. Let us worry about the details. You enjoy the wild flowers.
“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.
Recently, we had an opportunity to do a question and answer session with one of our valued tax partners, RAC CPA Group, PLLC. RAC CPA is run by Josef Dassler and Paul Saxton with offices located downtown, Seattle. We took the time to ask the questions that we thought would help our clients understand what is important when working with a tax partner and their outlook on the 2025…
Compelling investment opportunities are not easy to find. We’ve done some looking. You might like what we’ve found.