Todd  Brundage

Todd Brundage

| CFP®, ChFC®

Pacific Capital Works

Fee-Only Financial Planner serving the Portland, OR area.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Estate Planning
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • High Net-Worth Clients
  • Investment Management
  • Institutional Consulting & Managment
  • Advanced Planning
  • Optimal Client Structure
  • Relationship Management
  • Family Office

Visit Us

1355 NW Everett St. Suite 116
Portland, OR 97209

Todd Brundage is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Pacific Capital Works is an independent fee-only registered investment advisor based in Portland, Oregon. We manage investment portfolios for a wide variety of select clients including individuals, qualified retirement plans, charitable organizations, endowments and foundations, other advisors as well as corporations, typically associated with specific industries.

For individuals and families we work together to determine specific objectives and provide holistic solutions to achieve these goals. These engagements are on-going, never static, which plays a key role in both investing, planning and achieving optimal results. We utilize a team approach to achieve these goals, often working with outside advisors with specific specialties, but always remain engaged, insuring your best interest. We only accept clients who are a good fit and who we can help, and we only provide ongoing Wealth Management services for families. We do not provide any other types of services for families.

Our investing approach is also specifically designed to put your interests first. Unlike "Wall Street" firms we don't put profit first. You and achieving your goals comes first. To achieve this goal we consider your specific situation and utilize independent and academic findings to structure your investments.

The majority of our clients are/were entreprepneurs, executives, key employees and institutions that are associated in the following industries: Creative, Outdoor & Athletic Industry; Emerging Companies; Food & Beverage Industry; Medical Industry; Software Industry; Advisors (investment bankers, private investors, consultants, investment advisors, etc); Foundations & Endowments.  To learn more about Todd Brundage or Pacific Capital Works please see our website .