Services
Investment Management
Our in-house investment team actively manages portfolios with a disciplined, research-driven approach. We don’t simply set a portfolio and walk away—we continuously monitor markets, evaluate opportunities, and make adjustments as conditions change.
Our strategies are designed to help safeguard wealth, generate income, grow assets, or achieve a balance of these goals. Every portfolio is built with consideration for your risk tolerance, time horizon, and financial objectives. This active approach allows us to position your investments for both current needs and long-term success.
Financial Planning
True wealth management goes beyond investment and portfolio management. We take a holistic approach to building comprehensive financial plans tailored to each client’s unique circumstances.
From retirement planning and tax strategies to estate considerations, education funding, and cash flow analysis, we create a roadmap that integrates every part of your financial life. This proactive planning ensures you stay on track through life’s transitions while preparing for the future with clarity and confidence.
Retirement Planning
The transition into retirement is one of life’s biggest milestones, and it deserves careful planning. A successful retirement isn’t just about the money you’ve saved—it’s about ensuring your resources support the life you envision.
We help you design a plan that addresses income needs, healthcare decisions, Social Security strategies, and portfolio structure—so your assets can sustain your lifestyle for the long term.
Our goal is to give you clarity and confidence as you enter this new phase of life, knowing your finances are aligned with your vision for the future.
Estate
Planning
Estate planning is about protecting your legacy and making sure your wealth has a lasting impact. Our team works with you to design a plan that balances tax efficiency, wealth transfer, and family needs, so your wishes are carried out with clarity and care. We focus on understanding that an estate plan adapts over time and provides security for the people and causes you value most.
Tax
Planning
Managing taxes is a critical part of protecting wealth. We evaluate opportunities to minimize long-term tax implications across your investments, retirement accounts, and estate planning strategies.
When appropriate, we collaborate with your tax professionals to ensure your overall financial plan remains efficient. This integrated approach helps you retain more of what you’ve earned while planning proactively for the future.
Business Succession Planning
Planning for the future of your business is critical to protecting your legacy and ensuring a smooth transition. Our team works closely with business owners to develop strategies for ownership transfer, succession, and exit planning that align with both personal and professional goals.
By addressing financial, tax, and operational considerations, we help create a plan that preserves value, provides clarity, and supports the long-term success of your business and your family.
Risk
Mitigation
We can evaluate current insurance policies and help provide education on any additional needs that may be recommended.
We also deeply understand that markets, economies, and life events are unpredictable—but your financial plan doesn’t have to be. We design strategies that help protect wealth from volatility, uncertainty, and unexpected challenges.
By focusing on downside protection, diversification, and proactive planning, we help you maintain stability in your portfolio and confidence in your long-term plan, no matter the conditions.
Charitable Giving
Philanthropy can be both personally meaningful and financially strategic. We help families integrate charitable giving into their overall financial plans, creating strategies that are tax-efficient and aligned with personal values.
Whether your goals include supporting specific causes, building a family legacy of giving, or structuring donations for maximum impact, we work to ensure your charitable plans complement your long-term wealth goals.
Frequently asked questions
How can I find a financial planner near me in Camas, WA?
Ryan Walker leads SAM’s Pacific Northwest office in Camas, WA, and provides financial planning services to clients across Camas, Vancouver, Portland, and the greater region. Clients can meet with Ryan in person or virtually, depending on preference.
Do I need a financial planner for retirement?
Many clients find that a financial planner provides structure and perspective when preparing for retirement. At SAM, we help clients consider income needs, Social Security strategies, healthcare costs, and portfolio design as part of their retirement plan.
What does a financial planner do for clients in the Pacific Northwest?
A financial planner helps clients organize their financial lives, plan for the future, and integrate investments with retirement, tax, and estate considerations. From our Camas office, Ryan Walker works with families, professionals, and business owners across the Pacific Northwest.
Can a financial planner help with tax planning?
Yes. While we do not provide tax advice, we review the tax implications of investments, retirement accounts, charitable giving strategies, and many other tax-efficient opportunities. When needed, we also coordinate with clients’ CPAs or tax professionals to help align their financial plan with their tax strategy.
Where can I meet with a financial planner in the Pacific Northwest?
SAM has offices across the U.S., including our Pacific Northwest location in Camas, WA. Ryan Walker meets with clients locally in Camas, Vancouver, and Portland, and also works with families virtually throughout Washington, Oregon, and beyond.
Let’s Work Together to Build The Portfolio You Need to Enjoy the Peace of Mind You Deserve
Contact Us
Ryan Walker is a Senior Wealth Manager with Stansberry Asset Management (SAM), an SEC-registered investment advisory firm known for its active investment strategies and holistic financial planning. Ryan serves clients across the Pacific Northwest through SAM’s Camas, Washington office. Learn more at StansberryAM.com
Office Locations
Camas, WA
2005 SE 192nd Ave.
Suite 200
Camas, WA 98607
© 2025 Stansberry Asset Management. All rights reserved.
Stasnsberry Asset Management ("SAM") is a Registered Investment Advisor with the United States Securities and Exchange Commission. File number: 801-107061. Ryan Walker is an Investment Advisor Representative of SAM. Such registration does not imply any level of skill or training. For more information on SAM, please visit IAPD - Investment Adviser Public Disclosure - Homepage (sec.gov).