- PERSONABLE. PROFESSIONAL.
READY TO HELP.
Our team of proven experts and agile, proactive support staff have a horizon-to-horizon perspective that extends through multiple disciplines, numerous market cycles, and varied life experiences-all of which inform our work as we position you strategically for the future.
- MULTIPLE EXPERTS. ONE TEAM.
Entrusting us with your finances means getting the benefit of multiple perspectives. We take a team-based approach to account management so that you never risk the tunnel vision that can occur when a single person is charting the course. Our principals routinely meet, trade opinions, determine the best strategy, and then apply it to your unique circumstances.
- BUSINESS AND INDIVIDUALS THROUGHOUT THE PACIFIC NORTHWEST LOOK TO US FOR GUIDANCE.
Trutina delivers more than proven financial expertise. We see beyond their balance sheets and grasp the real-world context of their particular goals and challenges.
- OUR PRINCIPAL BENEFIT: WORKING WITH OUR PRINCIPALS.
As a valued client, you’ll meet with a talented principal of our firm to establish your goals, determine your timeline and enact a well-defined plan. Our professional Customer Service Team stands ready to assist you with any questions and keep you apprised of key details.
- ALL SUCCESSFUL COMPANIES STAND FOR SOMETHING. WELCOME TO OUR UNIQUE POINT OF VIEW.
In finances, a clear vision and a core philosophy are crucial. That's why we offer a point of view that's distinct, defined, and measurable. We don't preface our recommendations with "ifs" and "maybes." Instead, we tap our deep understanding of economic cycles, historical trends, and global factors, and then take a strong stand regarding what we think are your best moves. We figure that if you want to do your own thing, there are plenty of resources out there for you. Our best connections are with people who hire experts—and let them do their magic.
our point of view