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OCTAVIA GROUP • WEST BEARING • CLIENT LOGIN

About

Overview

Team

History

Culture

West Bearing

Services

Investments

Wealth Management

Private Family Office

Institutional Services

Client Education

Resources

Annual Reports

Publications

Blog

Webinars

Glossary

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Administrative Team

Danielle Hart

January 4, 2025

Administrative Team, West Bearing Investments

Dan Whitaker, CFP®

Danielle Hart

January 4, 2025

Administrative Team, West Bearing Investments

Dan Whitaker, CFP®
Vice President
Administrative Services

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(503) 226-1444

Puget Sound
(425) 658-0731

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(503)417-1444

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888 Southwest Fifth Avenue, Suite 1200
Portland, Oregon 97204

Puget Sound
500 108th Avenue NE, Suite 950
Bellevue, Washington 98004

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