mary lago

Wealth Management Insights Fourth Quarter 2024

Wealth Management Insights Fourth Quarter 2024

We present our fourth quarter 2024 issue of Wealth Management Insights titled “Creating a Family Legacy of Giving” In it, Wealth Management Chair Samantha Pahlow, CTFA, AWMA®, offers guidance on how to establish a family vision around charitable giving. Mary Lago, CFP®, CTFA®, provides insights into tax-efficient investing, retirement account strategies and charitable giving. Nate Putnam, CFP®, provides further considerations for the changing philanthropic landscape.

Lago and Pahlow Promoted to New Leadership Roles

Lago and Pahlow Promoted to New Leadership Roles

Mary Lago and Samantha Pahlow promoted to new roles in wealth management for our firm.

Wealth Management Insights Forum: Impactful Planning through Life's Phases

Wealth Management Insights Forum:  Impactful Planning through Life's Phases

We present the recording of the “Wealth Management Insights Forum: Impactful Planning through Life’s Phases.”

2023 Mid-Year Update Video

2023 Mid-Year Update Video

In spring 2023, members of our team have hosted events throughout the Pacific and Inland Northwest. Following our “tour,” we created a video of our presentation for clients who missed an event or don’t reside in the Northwest.