Our Services
Be empowered to grow your money, save your money and use your money.
Financial firms will often tell you to stay the course or not to worry about the market. We understand that is not always reasonable and that you want action taken when necessary. Our advisors really do listen to you and will partner with you to create a plan and strategy that works for you .
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Retirement Planning:
Evaluation and Consulting
Many people don't think about retirement other than how much money they have saved. Realistically, retirement planning not only how much money you have saved, but the status of your investments, your overall wealth, plans for retirement and more. This is a personal and in-depth analysis to determine the best road to take.
Personalized Financial Goal Planning
By helping you set your financial goals, you are more likely to reach them. We provide expert guidance in financial planning, ensuring you have a clear financial planning strategy tailored to your needs. Whether you're preparing for the future or focusing on financial planning in retirement, we are here to support you every step of the way. Our goal-planning sessions include income analysis, risk tolerance, lifestyle considerations, and more.
Company 401 (K)
We offer customized company 401(k) solutions designed to fit your business needs, ensuring compliance, ease of management, and a plan that works for both you and your team. A well-structured plan helps attract and retain talent while offering employees higher contribution limits and long-term financial security. Plus, your business benefits from valuable tax advantages.
Wills and Trusts Service: Estate Planning 101
We help you protect your legacy with a well-crafted will and trust. Our team will guide you through the process, ensuring your wishes are clearly outlined and honored for years to come. Whether you're just starting or updating your existing plan, we're here to provide peace of mind that your assets and loved ones will be taken care of according to your wishes.
About Us
We are a Registered Investment Advisory here in Washington state. Our goal is to not only provide investments strategies and advice, but to look at your whole financial picture.
We do this in concert with our partner company, Penny Lane Financial.
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With the expertise and advice of Penny Lane's specialists you will get a full picture of how all of your financial decisions work together. This is a tremendous help when planning for everyday living as well as major life events.​
Why work with a
Financial Advisor?
You work hard for your money and want to manage it wisely. A financial consultant can help you stay on track with your goals—short-term, long-term, and the unexpected. With ongoing support and secure online access, you can monitor progress and get guidance when needed.
What is RIA?
Registered Investment Advisors (RIAs) provide comprehensive, long-term financial advice. They charge fees based on assets managed, aligning their compensation with your goals, and they act as fiduciaries, always putting your best interests first while transparently disclosing any conflicts of interest.
We prioritize your priorities. Our dedicated team is committed to guiding you toward financial success.
Together with your advisor, we'll thoroughly assess your financial landscape to ensure everything aligns seamlessly. Your advisor will then collaborate with you to address essential requirements, explore tax-efficient strategies, and bridge any potential gaps that could impede your desired lifestyle.​​​​​
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Through tailored financial guidance, your advisor will assist you in ranking current priorities while setting the stage for a financially secure future. With Penny Lane Wealth Management, you gain access to a wide spectrum of advice, ranging from personalized investment insights and asset allocation strategies to comprehensive financial planning covering every facet of your financial journey. What's more, your financial advisor can grant you access to an extensive array of solutions tailored to your unique needs, including investment options, insurance, annuities, and more​
You can also visit us; we'd love to meet you.