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Financial Advisors In Federal Way

People Like You. Working For You. 

Financial confidence is about much more than just money. Whether you’re nearing retirement or already there, our dedicated team of financial advisors in Federal Way 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.

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Meet Our Team of Financial Advisors

Meet Our Team of Financial Advisors

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.

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Financial Services Offering

Financial Services Offering

We customize strategies to fit your lifestyle based on your preferences, risk tolerance and expectations. To help you make sound decisions, we explain everything clearly, including the risks, benefits and tax implications of each option. 

  • Estate & Legacy Planning
  • Financial Planning
  • Investment Strategies
  • Retirement Planning
  • Company Retirement Plans
  • Wealth Management
  • 401k Rollovers
Financial Services

Contact

Office: 253-528-5285

Fax: 253-528-5284

33930 Weyerhaeuser Way S

Suite 200

Federal Way, WA 98001

contact@pacificlegacywp.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

Pacific Legacy Wealth Partners is not registered as a broker-dealer or investment advisor.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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©2023, Pacific Legacy Wealth Partners. All Rights Reserved.

Financial & retirement planning that follows strict ethical, moral and fiduciary standards.

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Pacific Legacy Wealth Partners

As a close-knit, multi-generational team with strong values and a broad range of skills, we welcome clients from all walks of life.

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Contact Us

Location33930 Weyerhaeuser Way S
Suite 200
Federal Way, WA 98001

Phone Numbers253-528-5285 OFFICE
253-528-5284 FAX

Emailcontact@pacificlegacywp.com

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