Empirical Wealth Management provides financial planning and investment management services to affluent investors. As an independent local advisor we manage over $308 million for our valued clients. We have offices located in Washington and in Oregon and we service clients located across the United States.

The name Empirical Wealth Management stems from the definition of the word empirical as it applies to investment management.  We focus on strategies that are substantiated by empirical evidence. Often, traditional approaches to investment management are vague and subject to the manager's emotions and a biased set of expectations. We set out to construct portfolios that are based on confirmed asset allocation theory and empirical evidence of market sector correlation and returns. For further information on our investment philosophy please see the investment philosophy section of our website.

We search for the best investment tools available at the best price and then augment these tools with comprehensive financial planning and top shelf customer care. 

History

Empirical Wealth Management was formed in 2006. Previous to forming Empirical Wealth Management its principals worked together at Chinook Capital Management, LLC for many years. Jack Monteith, a former principal of Chinook, decided that he wanted to focus his attention on providing high quality investment management to his clients while also offering top shelf customer service. Jack joined together with Ken Smith and Melissa McDermott, both long time employees of Chinook Capital, who shared his passion for excellent customer service at an excellent price and together they formed Empirical Wealth Management.

Empirical was created for the sole purpose of providing financial guidance and investment management solutions to individual clients. Our goal is to take what we have learned over several decades of hands-on experience working with our clients and create the ideal service model.