How We Work

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Understanding your individual needs and dreams is the first step toward developing a plan to fulfill them.

Your plan and portfolio need to grow with you.  Stephanie will help you plan ahead and design a holistic solution that fits your personal situation. She sees your whole financial picture, and she knows how to make your finances work for you. 

Independent Investment Guidance

To ensure her guidance is free from any quotas or sales pressure, Stephanie chooses to be an independent investment representative. She will help you invest as your conscience dictates.

A Long-Term View

Stephanie focuses on investors who want a long-term relationship with their financial professionals. She combines coherent guidance in specific areas such as retirement saving, tax-efficient investing, college funding, and estate planning—and she provides the portfolio management to turn guidance into action.

       > Learn more about what we do for our clients.

A Holistic Approach

All of this means that you can feel confident knowing that you have a partner whose primary focus is on helping ensure that your financial plan delivers the investment options, services, and overall value you expect—leaving you free to pursue your best life, confident in your financial future.
 

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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. 


If you're interested in working with us please; 

Call us at (360) 385-5044 or reach out using our form on our Contact Us page.

We look forward to connecting with you!