Tri-Cities Investment Management
We serve clients throughout Washington including the Kennewick, Richland, Pasco and Mid-Columbia region.
At Era Capital Management, we serve as your dedicated partner for long-term financial success, helping individuals, families, and small businesses in the Tri-Cities area navigate life's financial journey with confidence and clarity.
Who We Serve
We welcome people at every stage of wealth—from those just starting to build to those with substantial assets to protect. Whether you're raising a family, planning for retirement, or simply want more confidence in your financial future, we're here to guide you personally and make the journey feel straightforward and stress-free.
We make retirement savings straightforward for small business owners like you. Whether you're a solo entrepreneur or have a growing team, we guide you through simple, low-cost options like SIMPLE IRAs and SEP IRAs—helping you (and your employees) build tax-advantaged savings with minimal hassle and paperwork. It's an easy way to attract talent, save on taxes, and set everyone up for a more secure future.
Whether it's a basic living trust, a special needs trust, or guiding a charitable organization, we help trustees and stewards fulfill their duties with ease and care. We handle the investment side, provide straightforward guidance on responsibilities, and ensure decisions honor the trust's purpose—protecting beneficiaries and supporting causes you value.
Our Investment Approach: Built for Resilience and Peace of Mind
Sophisticated-to-traditional, we manage your accounts in-house providing value, risk management and growth potential necessary for financial success.
We build your portfolio with a smarter, more resilient approach we call three-dimensional investing. It goes beyond basic diversification to add extra layers of protection and opportunity—helping your money weather market ups and downs while positioning it to grow over time.
Fiduciary Duty
As a fee-only fiduciary advisor, we're legally and ethically bound to put your interests first—always. No commissions, no product sales incentives, just transparent fees based on the assets we manage together. This alignment means our recommendations are driven purely by what's best for your goals,
