July 28, 2014 -

The Compass Newsletter - Summer 2014

The newsletter is a large file and may take a minute to download. Enjoy!

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Latest News

Building Wealth Through Tax Strategies scheduled for 5/7 at Oregon Wine Reserve

Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.

Exciting News: Lewis & Clark Bank to Join Forces with Maps Credit Union

We have entered into a definitive agreement to join forces with Maps Credit Union, a highly respected financial institution serving communities throughout the Willamette Valley.

Lewis & Clark Bank Hosts Successful Business Transition Leadership Forum at Migration Brewing

David Sumpter, VP / Relationship Manager at Lewis & Clark Bank, speaks to a packed room of 30 attendees on how your bank can help a business owner (and their advisory team) find ways to add value to a business entity through growth strategies, such as lending programs, and understanding the details within their finances.