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Our Values 

Our Values 

The highest standard of care when advising you about your finances. 

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Why a CFP? 

Why a CFP? 

Certified excellence in education, examination, experience, ethics, and enforcement. 

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Our Philosophy

Our Philosophy

 keep your investment costs as low as possible, and your money available to you when you need it.

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Financial Literacy

Financial Literacy

Want to learn more about retirement, Social Security, or estate strategies?

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<b>Financial Plan</b>

Financial Plan

If you have financial goals, you should have a written financial plan. A financial plan can help you figure out how reduce debt, get your spending back on track, prepare for retirement or your kids college, and how to best position your investments. A financial plan from Olde Wealth Management will include 

  • goal identification and prioritization
  • budget analysis
  • Social Security maximization
  • pension maximization
  • current investment allocation
  • suggested investment allocation
  • analysis of stock options and restricted stock
  • college planning
  • Monte Carlo analysis to determine if you are on track for meeting your goals
  • strategy recommendations
  • estate planning strategy
  • debt analysis
  • insurance needs analysis
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<strong>Portfolio Management</strong>

Portfolio Management

Do you ignore or struggle with managing your portfolio on an ongoing basis? Perhaps you randomly selected some investments and do not monitor or re-balance them.  Portfolio Management with Olde Wealth Management 

  • includes a financial plan (detailed above) at no additional cost 
  • provides ongoing help with the management of your assets
  • We manage your accounts and do all trading for you
  • cost of this service is a small  percentage of assets 
  • managed accounts are held at Charles Schwab 
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Please call to set up a complimentary appointment!  (425) 495-7484

Thank you!

Below are a few independent web sites with more information about me and my services.  Please click the links below to learn more.  

FINRA Broker Check

CFP(r) Board