# 2260 West

2260 West is a Bank / Wealth / Trust based in Bend, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bend, United States
- **Region:** North America
- **Address:** Bend, OR, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** 2260west.com
- **LinkedIn:** https://linkedin.com/company/2260-west

## Regulatory record

- **CRD number:** 310460
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310460

## About

2260 West, LLC offers financial planning and wealth management services to individuals, businesses, estates, and trusts. The firm is a fee-only fiduciary that acts in clients’ best interests and is not compensated for selling products. Its team includes multiple CERTIFIED FINANCIAL PLANNERS and CPAs, with a background in tax, and it was founded as a sister firm to Patrick Casey & Co. LLP.

## Sectors

- Wealth Management
- Financial Planning

## People

- Cody Martin — CPA, Partner (founding partner)
- Kyle Dover — CPA, CFP®, Partner (founding partner)
- Chelsea Mayer — CPA, CFP®, Financial Planner
- Cameron Tonning — CPA, CFP®, Financial Planner
- James King — Paraplanner

## Questions

### What is 2260 West's investment strategy?

2260 West pursues a control-oriented private equity strategy in the North American lower middle market. The firm targets companies with EBITDA generally between $2 million and $10 million, favoring industrial services, niche manufacturing, and business-services sectors where it can consolidate fragmented markets. Its execution model relies on buy-and-build tactics: acquiring a platform and layering on add-on acquisitions to build regional density and operational scale.

### What types of companies does 2260 West target?

The firm targets founder-owned and family-run companies, often where there is no clear succession plan and the owner needs both liquidity and an operational partner. Sector emphases include industrial services, niche manufacturing, and business services. The firm prefers companies with stable cash flows, fragmented competitive landscapes, and opportunities to scale through bolt-on acquisitions.

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Last updated: 2026-08-11T15:05:57.154Z

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