Walking Steadily Towards Your Goals

For 25 years, we have helped individuals and families secure their financial future with intelligent financial planning and sound investment advice.

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Many of our clients live in the San Francisco Bay Area and in Portland Oregon. However, through word of mouth, we now advise people across the country and in other parts of the world.

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The presence of our family in the financial industry dates back to 1849 with the founding of Bankhaus S. Mattersdorff in Dresden Germany. The bank prospered for nearly 90 years but came to an end under the Nazi regime of the 1930s. Today a new generation is inspired to fulfill a tradition of integrity and excellence, and to build lifelong trust with its clients.

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Our clients appreciate our clear and engaging process, our experience and the care we take in investing their money wisely. To read about the services we offer, click here.