ASI Wealth Management & Consulting Services
Investment Advisory ServiceFinancial Planning ConsultantsInvestment Planning
ASI is a wealth management firm providing personal wealth management and institutional consulting throughout the Pacific Northwest. The firm is an independent Registered Investment Advisor founded in 1998. We provide fee-only wealth management and consulting services to affluent families and individuals, retirement plans, endowments, foundations, trusts, corporations and not-for-profits. We align client portfolios with their values and goals through careful planning and asset allocation.
At ASI, we believe in doing what’s right instead of what’s easy. In investing our time and energy in each and every client. In understanding that this is a people business, never a numbers game. Unencumbered by sales quotas and commissions, we’re free to do what’s right for you rather than what’s beneficial to us, creating investment solutions that begin end and revolve around one thing: taking you from where you are to where you want to be. We’re invested in our clients. In our community. In creating relationships built on “we” instead “me.” This is the source of our equity. This is how we can take you further.
We’re headquartered in Bend, Oregon, a reflection of our commitment to quality of life, community and living every day to the fullest, with additional offices in Medford, Portland and Seattle. Our addresses may be different, but our hearts are in the same place, united to help our clients live their best lives.