THE 2010s

"In 2013, Ferguson Wellman saw an opportunity to provide wealth management services to clients with investable assets from $750,000 to $3 million.

Through leveraging Ferguson Wellman’s investment strategies, West Bearing has the ability to start relationships earlier with clients and address their financial planning needs. West Bearing also provides investment management to foundations and endowments. By the close of 2013, Ferguson Wellman raised its minimum to $3 million."

– Steve Holwerda, CFA