Business Details
17 Years
experience
Your Trusted Financial Partner in Seattle
Bear Mountain Capital was founded in 2009 with a mission to provide personalized financial guidance rooted in integrity and expertise. Our team of certified professionals brings decades of combined experience in financial planning, investment management, and comprehensive wealth strategies. We prioritize client-centric solutions, leveraging both traditional and sustainable investing approaches to address individual goals.With a focus on transparency and long-term relationships, we help clients navigate complex financial landscapes through tailored advice and innovative technology. Our commitment to ESG principles ensures clients can align their values with their investment strategies while maintaining rigorous risk management standards.
Services
Financial Planning
Investment Management
Comprehensive Advice
Sustainable Investing
Real Estate Income Fund
Details
- Year established: 2009
Highlights and features
- Certified professionals with 15+ years of combined industry experience
- Customized investment strategies aligned with client values
- Comprehensive approach combining planning, management, and advisory services
- Commitment to ESG principles in portfolio construction
- Proven track record serving clients since 2009
What people say
Personalized service
Expert investment guidance
Transparent communication
Sustainable options
Experienced team
Services
Financial Planning
Our financial planning process begins with understanding your unique life goals and current financial situation. Through personalized consultations, we help organize your financial life, create achievable objectives, and develop strategies to reach them. Our approach combines comprehensive analysis with flexible digital tools that allow real-time adjustments to your plan.
Investment Management
We create customized investment portfolios aligned with your risk tolerance and financial goals. Our strategy focuses on low-cost index funds, tax-efficient investments, and optional ESG components. Continuous monitoring and periodic rebalancing ensure your portfolio remains aligned with your objectives while implementing tax-loss harvesting opportunities.
Comprehensive Advice
Beyond planning and investing, we provide access to a network of trusted professionals and innovative technology solutions. Our comprehensive approach includes estate planning attorneys, tax specialists, and digital platforms for portfolio tracking and performance analysis. Regular communication ensures you stay informed and confident in your financial decisions.
Sustainable Investing
Our ESG investment strategies incorporate environmental, social, and governance factors into portfolio construction. We screen investments based on climate impact, labor practices, and corporate governance while maintaining financial performance standards. This approach allows clients to align their values with their investment objectives without compromising returns.
Real Estate Income Fund
The Canyon Creek Investment Fund offers accredited investors access to exclusive real estate opportunities not available through public markets. This private fund provides high-income potential with lower volatility compared to traditional stock market investments, serving as a strategic alternative investment option for qualified clients.
People
Joe Day
Founder
CFA charterholder with 20+ years in investment advisory. Founded Bear Mountain Capital in 2009 after extensive experience in Seattle's financial sector. Specializes in portfolio management and strategic planning.
Luke Collova
Certified Financial Planner
CFP professional with expertise in client relationship management. Transitioned from insurance industry to financial advising in 2010. Focuses on personalized wealth solutions and outdoor enthusiast.
Ryan Moriwake
CPA
Certified Public Accountant with Seattle University finance background. Specializes in tax-efficient investment strategies and long-term financial goal planning for clients.
Nicole Northcutt
Director of Operations
20-year commercial banking veteran with operational excellence focus. Manages firm operations and client service processes since joining in 2022.
Peter Kulseth
Financial Analyst
Recent Gonzaga University graduate with economics background. Supports client financial analysis and portfolio management strategies as newest team member.
Questions
What services does Bear Mountain Capital offer?
We provide financial planning, investment management, comprehensive wealth advice, sustainable investing options, and access to private real estate funds.
How does your financial planning process work?
Our three-phase approach includes goal discovery, asset inventory, and customized strategy development using interactive digital planning tools.
What is ESG investing?
Environmental, Social, and Governance investing incorporates sustainability factors into portfolio construction while maintaining financial performance standards.
Do you work with out-of-state clients?
Yes, our digital tools and virtual consultations allow us to serve clients across the United States.
What makes you different from other advisors?
We combine personalized service with sustainable investing options and maintain a client-first approach without proprietary products.
