Goldman Shelby

Investment Excellence Lifelong Relationships

Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million

West Bearing Investments

Customized investment and wealth management solutions
for clients starting at $1,000,000

Meet the Team

Working together
to proactively address your needs and achieve your goals

Our New Office

Deepening our commitment to clients in the Puget Sound region

our company

who we are, who we serve, what we do

Investments, Wealth Management and Institutional Services

Over the years, many future clients have known exactly what they need. Others simply knew they needed a change. Some had never selected an investment advisor before. Here are some things you should know about us to help you with your decision-making process.