PEOPLE LIKE YOU. WORKING FOR YOU.
Financial planning fueled by hard work and compassion.
It’s PersonalFinancial confidence is about much more than just money. Whether you’re nearing retirement or already there, we help you balance saving, investing and living in a sustainable way. Nobody’s life looks exactly like yours, so we create a holistic wealth plan that not only works on paper… it works for your lifestyle.
Figuring out how much money you’ll need in retirement and what you can spend can feel overwhelming. Using our personalized wealth management approach, we’ll help you determine where to put your money now and where to withdraw it from later, so you mitigate tax penalties and seek to maximize what you have. By making small, incremental changes, you can stay the course and have a greater sense of control over your finances.
Driven by ValuesOur close-knit, multi-generational team adheres to strict ethical, moral and fiduciary standards based on these core values:
COMMITMENT to always act in our clients’ best interest.CONSISTENCY of character, hard work and service.CONCERN for our clients’ wellbeing, treating them with kindness.CONSTANT Learning to offer the best, most current information.
MANAGING DIRECTORWEALTH MANAGEMENT ADVISOR
FOUNDING PARTNERWEALTH MANAGEMENT ADVISOR
Rest EasyFinancial planning can feel overwhelming, our structured discovery process allows us to talk through the options that make sense for your lifestyle, carefully weighing risk and considering tax implications. We focus on:
©2023, Pacific Legacy Wealth Partners. All Rights Reserved.
As a close-knit, multi-generational team with strong values and a broad range of skills, we welcome clients from all
walks of life.
33530 1st Way South Suite 102
Federal Way, WA 98003
253-528-5285 OFFICE253-528-5284 FAX
BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.