Tom Owens, Upnotch Mentor, is a Founder and Principal of Garde Capital, an investment advisory firm whose partners have been managing and growing wealth in the Pacific Northwest, and around the US for over 30 years.
He focuses on providing wealth and investment management solutions to ultra-high net worth individuals/families, non-profit foundations/endowments, and corporate (401k) retirement plans. His objective with clients is to help them make efficient, and productive decisions in these areas based on great information, and education, putting their interest first as a registered investment advisor (RIA) and fiduciary.
Tom truly enjoys helping clients understand and manage the investment landscape by cutting through the massive Wall St marketing machine by simplifying and clarifying information while providing transparency in all respects via education and knowledge sharing. He’d be a great mentor to anyone interested in wealth and investment management.
Download Upnotch on iPhone or Android to connect with Tom or contact us. *All mentorships are free.*
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