About Us

We are a group of experienced financial professionals who help people with everything from how to save for retirement to investing money to tax planning.

What is Tallus

Tallus is the supporting rock under a cliff face. We like to think of it as, Us as professionals supporting You as we navigate the risk of the global financial markets together.


Fee Based, Fiduciary Services

We engage with our clients at the highest level of ethical commitment. Our interests are aligned with yours at all times.

Comprehensive Wealth Strategies

We create comprehensive wealth strategies covering: investments, trusts & estate planning, philanthropy & foundations, life insurance, retirement, education planning, distribution strategies, and more.

Focus On Investing and Growing Your Wealth

As an independent firm, we have the flexibility to offer you access to a wide range of non-proprietary products and services-without the obligation to sell any particular investment or brand - keeping our focus solely on your wealth management and legacy objectives.

What We Do


We offer zero proprietary products while providing access to a breadth of investment solutions – options strategies, structured products, efficient trading and access to stocks and ETF’s, mutual funds, fixed income from hundreds of dealers, alternative investment opportunities, including: real estate, and private equity. Additionally, we provide access to experienced institutional money managers in separately managed accounts.

Comprehensive Financial Planning

Our comprehensive financial planning can provide strategies that are customized to your objectives and capable of addressing a wide range of circumstances and concerns. Distribution planning i.e. Retirement Income Planning is one of our core specialties.

Trusts & Estates, Insurance and Asset Protection

We draw on our long-standing relationships to provide access to experienced accounting and legal firms, insurance brokers, and professional trustee service providers. We can also partner with existing professionals whom you have come to know and trust.

Business and Retirement Plan Services

We are able to leverage our advanced experience and knowledge on various business planning topics including deferred compensation and qualified retirement plans. We assist businesses and plan sponsors in meeting their fiduciary duties and work to improve retirement readiness for their employees. Vehicles include: IRA’s, Defined Benefit Plans/Pension Plans, 401k/403b, and Profit Sharing Plans.

Fee-Based Consulting

Not everything fits neatly into a box. That’s why we offer fee-based consulting in a fiduciary capacity. Concentrated stock management, SEC Rule 144 restrictions, Cash Flow/Budget Planning, and Business Transition Analysis are examples of some of the services available.

Am I paying too much in taxes? How can I reduce my annual tax liability?

Am I invested in the right “stuff”?

How do I most efficiently accomplish my charitable goals?

How do I make sure I don’t run out of money in retirement?

Is there a way to easily organize all of my assets? What happens to them when I’m gone?

How do I make the most of my employer provided group benefits?


Relax. We have the tools to organize your assets and take the guess work out of the stock market and Social Security so these can be your best years yet.

What's On Your Mind?

Our Team

Take a moment to meet our highly educated and experienced team dedicated to your success.

Commitment Creed

Our clients are the most important people to our company

Our clients are not an interruption of our work. They are the purpose of it. We appreciate everyday the opportunity to earn their business.

Our clients share our commitment to excellence and encourage us to innovate.

We are 100 percent committed to our clients growth, passionate about their success, and exceedingly proud to be their partner.


Educational Resources



A host of financial tools to assist you.


LPL Research Market Commentary

Educate yourself on a variety of financial topics.



These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.



These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

Tax Library


Financial terms from A to Z.



Timely newsletters to help you stay current.

Key Relationships

Custodians to hold your assets.

Our Locations

Seattle Office

2101 4th Ave, Ste 710
Seattle, WA 98121
Phone: (206) 805-6901
Email: john@talluscapital.com

Bend Office

19570 Amber Meadow Dr Ste #150B
Bend, OR 97702
Phone: (541) 848-4505
Email: jeff@talluscapital.com

Oregon City Office

2895 S. Beavercreek Road Suite 208
Oregon City, OR 97045
Phone: (503) 655-4505
Email: jeff@talluscapital.com

Contact Us