HELPING YOU BUILD AND PROTECT WEALTH
steve binns
Steve has been providing money management and WEALTH ADVICE AND SERVICES since 1985.
Steve began his career at Merrill Lynch in 1985. He also has spent near decade long stints at UBS Financial Services as well as Peregrine Asset Advisers before joining TRUE Private Wealth Advisors. Steve earned his BS from Oregon State University in 1984.
He has actively served on a number of community groups in his hometown of Lake Oswego. Steve has spent many years coaching youth sports teams and has served on local youth sports boards. Steve and his wife Kristen have two adult children. They enjoy golf and traveling.
Phone: (503) 400-3325
Fax: (503) 400-3291
Email: steve.binns@truepwa.com
advisory and philosophy
Our investment philosophy is committed to protect and enhance our client's wealth over time. Our objective is to achieve these results without taking excessive risk.
Investment portfolios are individually constructed to meet each client's personal needs and situation. We work with you to build your portfolio over time in response to your long term goals in coordination with your other advisers as needed in the areas of tax and estate planning. As a fiduciary, we will put your needs first.
