Top financial advisors in Bremerton, WA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have significant investments that might trigger Washington's 7% capital gains tax, you need an advisor who understands how to manage these taxes alongside federal rules. A common mistake is focusing only on federal taxes and overlooking state capital gains and sales taxes, which can affect your net returns.
- Capital gains tax insight. Confirm how they plan around Washington's unique tax on long-term gains, not just federal tax brackets.
- Property and sales tax awareness. Ask how they factor in local taxes that impact your overall financial picture.
- Investment timing strategies. Look for advisors who consider when to realize gains to minimize combined tax burdens.
- Experience with local regulations. Ensure they understand Washington's tax environment to avoid surprises in your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brian G
Series 66
Port Orchard, WA
Accurate Wealth Management, LLC
Brian George, based in nearby Port Orchard, WA, offers expertise in wealth management and retirement planning with 17 years of experience, making him capable of addressing complex tax considerations in Washington. His firm uses a value-focused, risk-controlled asset allocation strategy and serves diverse clients including high-net-worth individuals and charities, with flexible flat-fee and hourly planning options that differentiate him from others in the Bremerton area.
Experience: 18 years
Avg account: $654,791
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David C
Series 63, Series 65
Bremerton, WA
LPL Financial
David Coulter's 27 years of experience and expertise in tax-loss harvesting and wealth management equip him to navigate Washington's unique capital gains tax landscape effectively. Operating within LPL Financial, a large firm offering flat-fee financial planning, he serves a diverse clientele including business owners and retirees, providing access to extensive investment research and a broad range of advisory services in Bremerton, WA.
Experience: 27 years
Avg account: $399,489
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Teresa B
CFP®, Series 66
Port Orchard, WA
Edward Jones
Teresa Bryant's 15 years of experience and CFP® certification equip her to navigate complex tax environments like Washington's, especially for clients concerned with retirement income and estate planning. Based in nearby Port Orchard and affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive approach including charitable giving and multi-generational wealth transfer, with an AUM fee up to 1.35% annually.
Experience: 15 years
Avg account: $246,728
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Harry K
Series 63, Series 66
Port Orchard, WA
Cetera
Harry Keppert Jr. offers expertise in wealth management and tax-loss harvesting, which is crucial for managing Washington's capital gains tax alongside federal rules. With 28 years of experience and a flat-fee structure for financial planning, he operates through Cetera, a large firm providing diverse investment options, making him a seasoned choice for high earners and those approaching retirement near Bremerton.
Experience: 28 years
Avg account: $306,089
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Robert N
Series 66
Port Orchard, WA
Morgan Stanley
Robert Nelson's 21 years of experience and Series 66 credential equip him to navigate complex financial landscapes, including Washington's unique tax environment. Operating from Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers tailored financial planning and advanced tools like Monte Carlo simulations, distinguishing him from advisors with less institutional support or fewer analytical resources.
Experience: 22 years
Avg account: $670,481
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