Letter to Our Clients - November 2014

November, 2014

Dear Clients and Friends:

We have some exciting news to share with you! Advanced Wealth Management is honored to have been named a finalist in the 2014 Excellence in Family Business Awards, granted by the Oregon State University Austin Family Business Program. Our category was “emerging” family businesses focusing on Generational Development.

Earlier in the year a friend and colleague nominated us for this award, we submitted an extensive application with written details about our firm, and in June I gave a 20 minute presentation about our history and culture (Bob would have joined me, but was out of town). If you are interested, you can find the text of my presentation here.

Last night, our entire team attended the awards dinner at the Sentinel Hotel in downtown Portland. It was a very meaningful night, celebrating other Oregon family businesses and enjoying the recognition that our hard work has earned us. It was moving for the eight of us to take a moment to reflect on what our firm has become and accomplished, and all the new opportunities available to us to explore.

As you, our clients and friends, know, we are proud to be a small family business. We take pride in that term not just because Bob, Dorothy, Lindsey and I are all related, but because everyone on our team is like family to us. I feel so fortunate to work with such a great group of people, and for the opportunity to work with our amazing clients and partners.

Thank you for being a part of our extended Advanced Wealth Management family, and for the opportunity to work with you. All of us are sending our best wishes and gratitude, and I hope we have the chance to talk with you again soon.


Theodore R. Haley, AIF®, CFP®
Vice President