Clients
Clients, Schedule Time to Talk or Meet.
Schedule a Meeting
Watch a short how-to video here.
Meetings are in Feb, May and Oct. See agendas and suggested documents here.
Access Your Personal Financial Website & Vault at Right Capital
This is the primary software we use to aggregate your financial information. Watch a how-to video to get started on Right Capital here.
Help us keep your info up to date. Watch a video on how to link accounts once you are set up in Right Capital here.
The vault is a secure way to share documents. Watch a video how to upload documents to the Vault in Right Capital here.
Access Your Investment Accounts
First Ascent/Orion
Access Your Retirement Income Plan
Watch a how-to video to use Income Lab here, including how to link your accounts.
Access Your Tax Prep Client Portal
Or use the Canopy Client Portal from Canopy Tax which you can get from your phone app store.
Zoom Meeting Link - Avea's Personal Zoom Room
Complete Your Risk Tolerance Questionnaire
Get Started
Pay A Bill Electronically via AdvicePay
Helping clients take action on the details of their financial life
Knudge instructions to download. No registration required.
Additional Resources for Retirees and PNNL Employees
Additional Client Resources for Early Year (Taxes, etc)
ADV Part 2 disclosure document of the adviser’s business practices, fees, conflicts of interest, and disciplinary information.