Broker Check
Preston Hart

Preston Hart

Chief Investment Officer

“Seeking to Grow and Protect Our Clients’ Wealth”

With nearly 20 years of Investment Management and Financial Planning experience, Preston has successfully navigated his clients through two of the most challenging Bear Markets in recent decades by utilizing the firm’s active investment management process. In addition to helping preserve client assets during risky periods, he has helped pivot those challenges into opportunities. However, his ultimate mission is to assist his clients in striving toward their personal financial goals and objectives.  He has a passion for designing and implementing strategies that aid his clients in pursuing their distinct financial vision.

Preston lives in his hometown of Portland, OR with his wife and daughters.  He loves writing music, snowboarding and fitness.