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4400 NE 77th Avenue
Suite 275
Vancouver, WA 98662

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The Pacific Northwest Wealth Team

(360) 342-2029

 

Our Mission



At our firm, we have the client in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals and provide you with innovative financial strategies. We strive to provide financial clarity, with solutions, to improve your quality of life.  We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.  We customize a plan to fit your individual and family needs , as well as the needs of your small or large business.

We empower you to navigate today's complex financial world.  From managing debt, to saving for college, to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.  Pacific Northwest Wealth Management provides investors custom tailored strategies to meet short and long-term needs.

Our goal at Pacific Northwest Wealth Management is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.  All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.