Era Capital Management LLC

  • Client Services

    We Help Build and Preserve Wealth

What We Do


Retirement Planning

How much will you need to retire comfortably? Will your savings last through a long retirement? Do you have a clear, actionable plan?


We help answer these critical questions with detailed projections, scenario modeling, and strategic implementation.
  • Optimizing Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, and 401(k)s
  • Tax-efficient withdrawal strategies and Roth conversion planning
  • Social Security timing and pension coordination
  • Ensuring your money supports the lifestyle you envision
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Investment Management

Our custom-designed, dynamic, and risk-managed portfolios stand out from standard offerings. We elevate diversification and risk control with a proprietary three-dimensional investment approach—adding depth, adaptability, and resilience across market conditions.


All portfolios are:
  • Actively managed in-house using disciplined, model-based processes
  • Built from diversified stocks, bonds, ETFs, and mutual funds
  • Held securely at Goldman Sachs Custody Solutions


We deliver personalized, high-conviction strategies aligned with your goals and risk tolerance.


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Fiduciary-Duty

As a fee-only fiduciary, we are legally and ethically bound to act in your best interest at all times. We eliminate conflicts of interest by avoiding commissions and proprietary products.


Our commitment includes:
  • Full transparency on fees and strategies
  • Ongoing education, clear communication, and inspiration to help you make informed decisions
  • Building long-term relationships based on trust—no gatekeepers, direct access to Jacob
This fiduciary standard ensures every recommendation prioritizes your financial well-being.
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Portfolio Analytics

Every client receives access to our custom portfolio performance dashboard—a powerful tool for real-time insight.


Key features:
  • Holistic view of current and historical account values/performance
  • Drill-down into specific holdings and positions
  • Quarterly investment performance summary reports
  • Accessible from any web browser or mobile device 


Stay informed and confident with clear, professional-grade analytics—no more waiting for statements.
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Copyright © 2026 All Rights Reserved | Era Capital Management LLC | A Registered Investment Advisor (RIA) CRD# 168089


Call 509-559-6229

Era Capital Management LLC is a registered investment advisor in the State of Washington and located in Kennewick, WA. Era Capital Management LLC provides fee-only portfolio management. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Era Capital Management LLC disclosure statement Form ADV Part, 2(A)(B) is provided to clients of the firm. Others may obtain Form ADV, Part 2(A)(B) upon written request.

The information contained in this web site is for general information purposes only and is intended only for those persons residing in the United States of America. The web site does not constitute an offer to sell investment advisory services, and is not intended as advice.


Era Capital Management LLC is an independent investment advisor. Era Capital Management does not receive compensation from any source for directing the purchase or sale of any security or product. Our only sources of compensation are fees paid by clients.

Before investing please consult your tax professional or attorney to determine which accounts, strategies or methods are appropriate for you.


Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. No strategy can assure success and is not guaranteed