Happy Holidays


from our screens to yours.

We are numbers people. Our 2020 was characterized by:

$6.4 billion assets advised
2 new clients
4 new beards
2,177 Zoom calls
0 airline statuses attained
20 new computer monitors for home offices
3 promotions (congratulations Taylor, Ryan, & Ruthie)
1 new CFP® certification (congratulations Taylor)
2 CFA exams cancelled (sorry Liam)
1 wedding (congratulations Nathan & Calli)
22 new pets (4 dogs, 2 cats, 9 chickens, & 7 geese)

*     *     *     *     *

In the spirit of the Holiday Season, Sellwood has made a financial contribution directly to a family devastated by this summer’s Oregon wildfires. This family suffered a complete loss of their home in the Echo Mountain fire, outside of Lincoln City, Oregon.

We wish you a wonderful holiday season and cannot wait to see you again soon.