The Bohoskey Group at Morgan Stanley

People who are from the Yakima Valley know that it’s an extraordinary place to live. 300 days of sunshine each year. A daily commute that takes less than fifteen minutes. Access to fabulous wines in the birthplace of Washington State's wine industry. A place where you can ski, bike, hike and golf, all in the same day. The largest variety of fresh grown produce in the Pacific Northwest. And beer festivals that draw from the hops grown in our valley and also provide almost half of the hops used around the world.
Like you, our past and our present is rooted deeply in the Yakima community. We grew up here, we have established our careers here and we are raising our families here. We are proud volunteers of organizations and cultural activities that contribute to our valley’s vibrancy and vitality. And, we are honored to address the financial planning and wealth management needs of our Yakima neighbors.

We have profound insight into the businesses sectors that make up our community. Our clients work or own businesses in agriculture and food processing, manufacturing, industrial machinery and supplies, as well as the professional and helping service industries. We understand the seasonal fluctuation of income, as well as the need for a comprehensive money management approach tailored to your individual challenges.

The bottom line: We are uniquely positioned to provide customized solutions to help preserve, grow and pass on family and business wealth to our clients in the Yakima Valley.

We are deeply honored by the trust our clients put in us to help them achieve their goals, and we believe your experience should be second to none. Managing your finances is something we take very seriously. Therefore- accessibility, trust, and client understanding are the cornerstones of our practice.  Our focus is on what is most meaningful to you.

To ensure we reach and exceed your expectations we have created a clear and detailed process for evaluating your unique needs and aspirations, and provide customized solutions tailored to achieve your goals.

When you talk to us about your family’s future, you can expect us to address more than just investment returns. You can count on us to tackle a broader range of concerns and challenges that keep you up at night. Those challenges typically fall into one or both of the following categories:

Wealth Preservation. Wealth preservation is not about just not losing money. It’s about having enough money to fund your lifestyle – to be able to do what you want to do, whether that’s paying for your children’s or grandchildren’s education, caring for multiple homes, or simply traveling the world.

Taking Care of Family. We will help to ensure that your wealth goes exactly where you want it to go, whether it’s helping family members achieve their goals and/or securing the long-term succession and sustainability of your family-owned business.

We deliver family-centric wealth management solutions by:
• Having meaningful conversations about money with children and parents
• Designing customized solutions for a family business or other family enterprise
• Defining and achieving philanthropic goals that align with family values
• Working with our clients’ attorneys and tax advisors to build an integrated estate and wealth transfer plan
• Engaging the next generation in taking ownership of their finances.

Whether your wealth is accumulated or inherited, we can address your family’s unique dynamics, values and priorities with powerful, customized solutions.

All families are different.  We recognize that needs within a family may differ depending on lifestyle and generational differences.  We provide custom plans and strategies to help achieve every individual and family’s goals. These dynamic plans are yours and can be simple or complicated depending on your needs.  In a world that constantly changes, you need a tailored plan that can evolve with you.

During difficult times, it can seem like every decision that you’re asked to make will have a life-changing impact. Whether you’re confronting a divorce, career shift, health issue or death of a loved one, we understand the stress you naturally feel. We work hard to ensure the financial decisions you face don’t seem overwhelming.

Often, those major events require advice from more than one advisor. As a team, we have worked seamlessly with our clients’ attorneys, CPAs and other advisors for many years. We draw on our decades of experience advising families and business owners to provide perspective and solve problems that may seem unusual or unique. At the core, we understand how to integrate financial planning with issues of tax, trust, philanthropic, retirement, education and estate planning needs.

We also understand that navigating through times of change involves much more than a series of financial transactions and we will be at your side every step of the way. Whatever the situation, we’ll be your number one advocate and help you find solutions.