RWM Coming to Portland

Last year, we were in Seattle for a few events, and to visit with clients. It was wildly successful — we met some great people, learned a lot about this corner of the world, and all told had a great time.

The region has always been hugely supportive of our mission. Indeed, we liked the Pacific Northwest so much that we decided to open an office there! We brought in Joey Fishman to run our Portland, Oregon digs of RWM.

Myself and some of the crew will be visiting with Joey, and seeing clients and prospective clients in the Portland area during the week of March 14th.

Many of you are familiar with our investing philosophy, but this is an opportunity to have a more in depth and personal conversation. If you are interested in meeting with us, hearing our views on portfolio construction, or simply discussing your own personal financial planning, give us an email or call.

Send email to Info -at- RitholtzWealth -dot- com, with the subject “Portland Trip.”

Or call 212-455-9122 and ask for Erika.



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