Advocate Wealth Management LLC
Financial Services - Sequim, WA, US
Advocate Wealth Management LLC Employees
Advocate Wealth Management LLC Senior Management
Advocate Wealth Management LLC Details
Advocate Wealth Management, LLC. has been providing clients with direction and advice since 2004.In the journey for financial independence we aim to make a dramatic, positive impact in our clients' lives. We do this by having a laser like focus on their needs and by maintaining a high level of client contact, education, and ethics in all that we do.We help our clients meet their financial goals through a process that is built upon the foundation of solid financial principles and with solutions that are tailored to their needs.As clients meet with us they experience a level of ethics, competence, service, and commitment to their needs that transcends all of their previous financial encounters.Whether you're saving for a big event like retirement or just interested in making the most of your investments, we have the comprehensive solutions to help you achieve your goals.As of March 31, 2013 Advocate Wealth Management, LLC. manages approximately $40,466,622 in discretionary assets. Advocate Wealth Management, LLC. is registered with the SEC and is licensed in the state of Washington..
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