Stapp Financial Planning
Accounting - Olympia, WA, US
Stapp Financial Planning Employees
Stapp Financial Planning Details
What makes our approach unique?- We are fee-only: We accept no hidden commissions or incentives. Recommendations are made in your best interest.- Our advice is personalized: Everyone is different. Your plan is developed specifically to your situation.We understand tax: We utilize our in-depth tax knowledge to design strategies to maximize your results.Global Approach: We use tactical asset allocation to design your investment portfolio utilizing global investment markets.With you in mind: We are obsessed with your financial well-being.Please note: Stapp Wealth Management, PLLC is a registered investment advisor in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Stapp Wealth Management manages its clients' accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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