At Robertson Terrill Gypmantasiri Gunnari Pinson & 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™
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
