Filigree Advisors Information

Filigree Advisors is a privately owned, Fee-Only Registered Investment Advisory firm providing holistic wealth management, comprehensive investment strategy and financial thought leadership to individuals, families and private investors. At Filigree, we believe the best way to provide guidance to our clients is to employ a process that considers an integrated view of their entire wealth – taking into consideration goals, opportunities and all assets. What's behind the name? Filigree refers to an ancient style of artisanship requiring intricate craftsmanship and a high degree of care and attention. It is described as "difficult to create" and "painstakingly finished by hand." We believe this is the perfect metaphor in describing our process. When it comes to clients, we believe no two clients are the same. Therefore, there is no such thing as a “model portfolio” for Filigree clients. Ultimately, the wealth and investment strategy developed for our clients is driven by their unique combination of goals and requirements. Located in Oregon and California, Filigree is run by a unique blending of a 28 year industry veteran and a seasoned private investor and philanthropist. Together they produce a unique and refreshing process that is client focused and industry savvy.