Wealth Advisory
Our flagship service offering
For more than 20 years, we’ve built our reputation helping Northwest families reach their goals with care, expertise, and fiduciary guidance. From education savings to retirement planning, our team is committed to putting your interests first at every stage.
Working with us is different: our advice strives to be objective and is never driven by proprietary products or sales targets. Our only incentive is to serve you.
Make a FINANCIAL PLAN THAT LASTs
PERSONALIZED TO YOUR SITUATION. NO TWO PLANS ARE THE SAME.
We integrate every aspect of your financial life together to help you make better money decisions. Most brokers and firms rarely go beyond what’s in your portfolio.
COMPREHENSIVE SERVICES
Our team of credentialed experts zoom in on strategies that matter most to your success.
CASH FLOW PLAN CREATION AND MANAGEMENT
We can help forecast where, when, and how your money will answer current and future needs. This includes creating spending and savings plans, and evaluating scenario plans for retirement, your children’s education, and new streams of income.
TAX MITIGATION AND STRATEGY
We stay on top of the changing tax laws to anticipate tax advantages for you. Our team can file your taxes and advise on tax bracket planning, deferred compensation distribution, and tax loss/gain harvesting.
ASSET GROWTH AND WEALTH MANAGEMENT
As global markets move, our advisors and technologies work 24/7 to serve your financial plan. We use low-cost investment strategies, allocation recommendations based on cash flow plans, and can help evaluate private or alternative investments.
RETIREMENT STRATEGY AND ACTIVATION
Transitioning into retirement is far from an automatic process. We evaluate your retirement readiness, comprehend potential risks, mitigate your tax impact, and give you the confidence to achieve both financial security and personal fulfillment in retirement.
ASSET PROTECTION AND RISK MANAGEMENT
Protect what matters to you and prepare for whatever life throws your way. Our advisors and network of vetted partners can help with liability reviews, insurance policies, risk exposure analysis, and advising through divorces.
ASSET DISTRIBUTION, ESTATE AND WEALTH TRANSFER
This is often the pinnacle of one’s life: the freedom to share, give, and pass on what you’ve built. Through estate planning, we can define beneficiaries and charities, tax strategies, and asset distribution plans.
ARE YOU A LEADER AT NIKE?
For more than two decades, we've partnered with like-minded individuals and families in growing and protecting their wealth.
Meet the Core Wealth Advisory Team
Featured
We’re fee only and our fees are competitive
$500K - $3 Million
Average range of assets
STARTING AT 1.00%
Annual Asset-Based Fee