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We Help Baby Boomers Achieve
Their Retirement Goals

Our goal is to make a positive impact in the lives of the people we serve.

We achieve that by doing three things exceptionally well:

  1. We listen well to understand your values, your concerns, and the life you want to live.
  2. We design time-tested investment portfolios using mostly low-cost investments to achieve desired investment results.
  3. We regularly review your accounts to ensure that you are on track to achieve your retirement goals.
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As an independent financial services firm, through our partnership with Commonwealth, our focus is 100 percent on you. We have the freedom to offer impartial advice and the flexibility to design customized investment solutions that fit your personal needs. For over 20 years, our business practices are based on this simple philosophy: It is our clients’ ability to achieve their retirement goals that defines our success.

Five Star Award 2019



Based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,452 Seattle wealth managers were considered for the award; 266 (11 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit

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