• ePERSONAL FINANCIAL

    • Financial Advisors
    6625 Wagner Way NW #301
    Gig Harbor, Washington 98355
    (425) 330-3445
    Hours:
    By Appointment Only

    About Us

    Boutique wealth management business focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their read more
    • About

      Boutique wealth management business focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their life.
      Advise on all items financial: budget, portfolio management, cash flow planning, life insurance, estate planning, legacy planning, major asset purchases, risk insurance, tax & risk adverse investing

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    • Whom to Contact

    • Directions

      I typically meet at a location that best works with you: work, home or a local coffee shop

    • Upcoming Events