top of page

Exclusive Services

Looking for tax-efficient planning strategies that offer low market risk and wealth preservation? Our seasoned team of professionals is here to help. We’re dedicated to providing ethical solutions with no sales, no hidden fees, and no surprises. Our tax-efficient planning solutions are tailored to meet your specific needs, providing you with protected growth strategies that reduce taxes and create peace of mind.


Custom Investment Management Strategies

Trust your finances to an expert with years of experience in creating custom investment strategies. As a financial fiduciary, I put your interests first, using institutional pricing and high-quality company holdings to generate risk-adjusted returns. My concentrated portfolio management style and daily risk monitoring ensure that you always receive the highest quality service and a tailored approach to your investments.


Secure Your Financial Future with Expert Planning

Retirement planning can be complicated, but it doesn't have to be. Our team of experts specializes in strategies designed to secure your retirement with tax-efficient planning, market index growth, and lifetime income solutions. With our guidance, you'll reduce taxes in retirement and eliminate market risk, creating the financial security and peace of mind you deserve.


Expert Solutions for College Funding

Investing in your child's future shouldn't have to mean sacrificing your own. With ePERSONAL COLLEGE, our team of financial planning experts will help you fund your child's college education with smart, low-expense investment options while also remaining tax efficient. Our goal is to help you plan for the future so you can rest easy knowing your finances are secure.

Mountain Range

This is a Paragraph. Click on "Edit Text" or double click on the text box to start editing the content.

Get in Touch

  • LinkedIn


355 Pugsley Pl NW

East Wenatchee, WA  98802


Toll-Free: (855) 655-9800

bottom of page