Beginning October 29, 2021, our office has relocated. Our new address is:
3560 Bridgeport Way West, Suite 3G, University Place, WA 98466

Our Clients Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important. During this time, we may not be able to meet in person, but we can still connect and discuss any concerns you have. Please feel free to contact us at (253) 759-0100 or any time. We are always here for you. Stay Healthy.

While we offer a full compliment of financial services for our clients, our expertise is in
Group Retirement Plans and Individual Wealth Management.

No matter which services our clients need, we offer an unparalleled standard of
fiduciary care and strategies designed to support independent retirement.


<strong>Retirement Plan Consulting</strong>

Retirement Plan Consulting

While providing retirement education, we seek to resolve participant financial wellness, customer service issues, and excessive fees.

Learn more
<strong>Wealth Management</strong>

Wealth Management

We’ll work with you to determine your individual strategy, always acting in your best interest, with all your goals and dreams firmly in mind.

Learn more
<b>Who We Are</b>

Who We Are

Our team of professionals have years of experience in financial services. 
Let’s work together.

<strong><br />In The News</strong>

In The News

We work hard for you and are proud of the many accomplishments you have helped us achieve.