Robertson Terrill Gypmantasiri Gunnari & Associates
At Robertson Terrill Gypmantasiri Gunnari & Associates, we work hand-in-hand with people whose efforts and accomplishments have brought them wealth and opportunity. To address the complexities of our clients’ financial lives – both professional and personal – we have designed our practice accordingly, with a service model similar to that of a multi-family office.
As of January 1st, 2024, our team is entrusted with over $1.7 billion in assets belonging to established business owners, entrepreneurs, senior executives, professionals, successful women, members of the LGBTQ community, and generations of families primarily on the West Coast and throughout the country.
With two of our principals recognized repeatedly by Forbes for their achievements as wealth advisors, we are proud – not only of our industry accolades – but also of the exceptional level of care and consideration we deliver to clients. It is our belief that the trusted client relationships we enjoy reflect our team’s character and integrity. Being transparent with clients is part of our shared mission. The referrals we receive tell us we’re fulfilling our mission and clients’ goals.
From the outset of each relationship, we help clients explore and prioritize their most cherished goals for themselves and the people they love. By asking questions and listening more than talking, we help clients identify the purpose of their wealth, so that the strategy we formulate on their behalf can help them feel comfortable in its pursuit. Rather than being a one-time event, our highly disciplined, planning process continues over time, to address what clients envision in the near future and encounter along the way.
Today, we are a diverse, multi-generational team of dedicated professionals. In addition to our relationships with clients, spouses, parents and children evolving naturally, our ages help ensure what clients deserve in the years ahead – a seamless continuity of strategy and service.
At Robertson Terrill Gypmantasiri Gunnari & Associates, we have a proud story that continues to be told. It revolves around the specialized needs of ambitious clients and generations of their extended families.
With more than 100 years of combined wealth management experience and our desire to treat clients like family members, we know that value extends well beyond their balance sheets. It's best measured over time, by the delivery of highly purposed wealth management – offered with an authentic, personal touch.
As one of the first wealth management teams established in Oregon, our success also reflects our track record and the loyalty of clients. Having managed their money and emotions amid the volatility of the 2000 Tech Bubble, 2008 Financial Crisis and the 2020 Covid-19 Pandemic, we feel good knowing that virtually all of those clients remain with us today. We believe that's due in large part to our enlightened perspective on mitigating investment risk and helping clients follow the strategy we designed and mutually agreed upon.
Results and relationships matter to us. With a financial advisor and client associate assigned to each client, we are fully invested in supporting them whenever a need arises. Clients can expect our full attention, collective acumen, and the extensive resources of our firm.
What hasn't changed over the years? We continue to think about clients – evenings and on weekends. And we ask ourselves questions. "What are we missing? What can we do to increase their return on life in a meaningful way? What opportunity did we introduce to one client that may help another?" We also send articles and notes to clients that may interest or help them. We recognize the opportunity we have and that clients can go anywhere. We are appreciative and take our roles very seriously.
CEPA®, CFP®, CPFA™, CRPS™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
