How We Work
We aim to offer extraordinary value and service.
We work on behalf of a select group of clients who are serious about planning and investing, and for whom we feel we can add extraordinary value and service.
We offer a wide array of financial services through our broker/dealer and registered investment adviser, Commonwealth Financial Network®. Arguably the most important advantage we offer is the ability to tailor it all to your present and ongoing needs, a degree of customization that you may not find at larger investment firms.
For this reason, you will not find a standardized list of packages and fees on our website; we prefer to start with your objectives and work collaboratively to develop a plan to address them.
Everything we offer begins with a phone call.
We enjoy and excel at speaking with individuals about their specific financial needs and goals, and hope you will take the initiative to contact us to discuss your present situation.
We ask you to open the conversation by phoning us at (360) 385-5044 and speaking with one of our friendly staff. If what you're looking for seems to be a fit for what we offer, we'll schedule a complimentary phone call with advisor Stephanie Gale to further discuss your needs.