Martin Nelson & Company is dedicated to helping our customers achieve their financial goals. Headquartered in Seattle, Washington, we have the advantage of understanding the dynamic business environment of the Pacific Northwest as well as the new technologies that affect our region. At Martin Nelson & Company, our knowledge and expertise will provide you with the best possible service.

- Purchase investment properties for the purpose of resale and/or rental income.- Currently manage a portfolio of multi-family homes with positive cash flow.- Involved in all aspects of the business including property acquisitions, financing, maintenance, tenant relations, and financial accounting.

Responsible for all group insurance account management as well as some individual life, long term care and disability sales assistance.

Manages business operations, reporting, billing, accounting, and assists with regulatory compliance for Aspire Capital Advisors. Works closely with the Aspire team to help ensure that every client receives personalized service.

Bob McMahon uses the trade name/DBA Premier Wealth Washington. All securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI, ID, MN, OR, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Personal financial advice without product sales.

Newground Social Investment manages money for institutions and individuals of means who are principled, proactive, and inspired to make a difference with their investments. Founded by Bruce Herbert, AIF in 1994, Newground is a values-aligned fiduciary RIA (Registered Investment Advisor) that works to meet our clients'​ long-term financial goals in a way that integrates with and reflects their values. As the nation’s first Social Purpose Corporation (SPC), we serve client financial needs while also pledging responsibility to the needs of the environment, workers, community, society, and the world at-large. Celebrated as "Money Managers and Investment Provocateurs"​,​ Newground is nationally known for its unique brand of shareholder engagement – through which corporations are called to embrace sustainability and to unlock the keys to additional profitability that come from addressing the environmental, social, and governance (ESG) issues that arise out of their operations. Newground's mission is to harness the power of business for good – in service to our clients'​ long-term financial needs as well as to the human yearning for strong and resilient communities, a healthy environment, and a robust, sustainable, and locally-determined economy. CONNECTING MONEY to WHAT MATTERS Contact Newground if you or your organization seek a values-aligned investment manager who "gets it"​ – who is as committed to your financial goals as to your social and environmental values.

There is no magic silver bullet for achieving financial independence. It’s just not the way the investment world works. At Opus 111 Group, we are constantly learning and challenging our own thinking, as well as the conventional thinking out there that parades around as ‘conventional wisdom.’ We’ll tell you the truth whether we think you want to hear it or not. We don’t ‘pretend-away’ the inherent volatility of markets—we help you structure portfolios that are more resilient and functionally sound so you can take advantage of the poor decisions of others, just like some of the world’s greatest investors. The Investment Advisor Representatives (IARs) use the trade name/DBA, Opus 111 Group. All securities & advisory services are offered through Commonwealth Financial Network©, Member FINRA/SIPC, a Registered Investment Adviser. For a current list of our IARs please visit our website. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. This communication is strictly intended for individuals residing in AK, AZ, CA, CO, CT, DC, GA, ID, IL, IN, IO, KY, ME, MD, MA, MT, NV, NJ, NY, NC, OH, OR, PA, PR, RI, TX, VT, VA, & WA. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html. Opus 111 Group is located at 111 Queen Anne Avenue North Suite 501 Seattle, WA 98109-4925. Reach us at (206) 283-2345 or [email protected]

Performed all tasks involved in running a small Financial Planning business including: marketing, payroll, administrative, client relations, and investment analysis. Researched and made investment recommendations to the Account Manager for further analysis based on market data and trends. Managed the new marketing process and advertising avenues in order to seek out new clients and help grow the small business. Designed and implemented new tools for tracking and managing the company’s marketing efforts. Assisted in the diversification of client portfolios based on risk tolerance, income level, and net worth.

At Bond Financial we are passionate about helping people. As a 40 year old family business, we use our expertise and experience to assist our clients in developing clarity about their unique life and wealth goals. Our mission is to help our clients align their wealth with their values. We do this by asking good questions, listening deeply, evaluating what we learn with our team, and presenting options that help our clients move towards their goals as effectively as possible. We strive to have a meaningful positive impact on the lives of our clients, their families and their communities. Jesse Bond is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Jesse Bond is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Jesse Bond is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Jesse Bond is not licensed in all jurisdictions. California Insurance license #0E50411. Neither Bond Financial PLLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Bond Financial PLLC is not owned or operated by New York Life Insurance Company or its affiliates. 155 NE 100th St., Ste 301 Seattle, WA 98125. (206) 832-0400. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Smart Portfolios LLC originally created custom trading algorithms and performance measurement software solutions. The firm specializes in Extreme Value Theory (EVT), which is an advanced asset allocation methodology and the foundation of their proprietary Dynamic Portfolio Optimization (DPO) asset allocation system. This approach seeks to improve the risk-adjusted return for investors.