About Us

Our offices are located in Gig Harbor, Washington.  We currently serve clients in 12 states of our United States of America.  We are proud to say we have a total of 40 years of experience in Financial Planning, Investment Management and Tax Consulting, for both individuals and businesses.

We choose to be Fiduciaries and advise you in a way that places your interests first, always. We are committed to you, our client.  This is your financial life and our integrity is essential. 

Relationship with LPL

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Our Services

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