As a close-knit, multi-generational team with strong values and a broad range of skills, we welcome clients from all walks of life. Our mix of backgrounds (technology, construction, finance, accountancy) give us a perspective you won’t find at many firms, enabling us to think outside the traditional box and draw on real-world experiences to seek to design strategies as unique as our clients.
We believe financial 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 ask a lot of questions, listen patiently, then roll up our sleeves to create a plan that not only works on paper… it works for your lifestyle.
Each person deserves to feel confident and supported in their financial decisions, no matter where they come from or how big their portfolio is. Strict moral, ethical, and fiduciary standards guide us, so when you partner with us, you always get clear, straightforward advice that suits your life.
We serve retirees and hard-working individuals who are willing to incorporate smart financial habits into their lives. Every client is important and deserves our best work.
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.
©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
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