Top financial advisors in Lakewood, 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 or assets that might trigger Washington's 7% capital gains tax, you need an advisor who understands how to navigate these rules alongside federal taxes. A common mistake is overlooking the impact of state capital gains tax when planning asset sales or investment strategies.
- Capital gains tax insight. Confirm how they integrate Washington's specific tax on long-term gains into your financial plan.
- Federal and state coordination. Ask how they balance federal income tax strategies with state-level taxes like sales and property tax.
- Asset sale timing. Inquire about their approach to timing sales or conversions to minimize combined tax burdens.
- Local market knowledge. See if they consider Lakewood's property tax and cost of living factors when advising on your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Marlee L
Series 66
Lakewood, WA
Planmember Securities Corporation
Marlee Lawson offers expertise in retirement plans for business owners and general retirement planning, which can be valuable for managing tax implications in Lakewood, WA. Working with PlanMember Securities Corporation, a large firm known for strategic asset allocation and fiduciary services, she provides personalized planning and education, differentiating her through a focus on retirement income strategy and support for plan sponsors and participants.
Experience: 0 years
Avg account: $132,363
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Christopher W
CFP®, Series 63, Series 65
Lakewood, WA
Cetera
Christopher Woods, based in Lakewood, WA, offers expertise in wealth management and tax-loss harvesting, which can help navigate Washington's capital gains tax alongside federal taxes. Affiliated with Cetera, a large firm serving diverse clients, he provides flat-fee and hourly consulting options, catering to high earners and those approaching retirement, distinguishing him with flexible fee structures and a decade of experience.
Experience: 11 years
Avg account: $306,089
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Greg H
Series 66
Lakewood, WA
Key Investment Services LLc
Greg Hammontree's 24 years of experience and Series 66 designation equip him to address complex tax scenarios, including Washington's capital gains tax, through active portfolio management and tax-loss harvesting strategies. Operating within Key Investment Services LLC's large-firm environment, he offers model-driven, wrap-fee advisory programs with a 1.40% annual fee, serving a diverse client base that includes trusts and small businesses in Lakewood, WA.
Experience: 25 years
Avg account: $254,267
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Sangly M
Series 63, Series 66
Lakewood, WA
J.P. Morgan Securities
Sangly Men at J.P. Morgan Securities in Lakewood, WA, offers wealth management services with over nine years of experience and holds Series 63 and 66 designations, which supports handling complex tax considerations like Washington's capital gains tax. His firm’s large-scale, quantitative approach and ESG framework differentiate him by providing institutional-level asset allocation and customized reporting, suitable for executives and business owners seeking detailed investment consulting.
Experience: 3 years
Avg account: $318,381
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Charles D
Series 66
Lakewood, WA
Edward Jones
Charles Dietrich offers expertise in retirement income strategy and wealth management, well-suited for clients in Lakewood, WA facing complex tax considerations including Washington's capital gains tax. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs with a fee structure up to 1.35% annually, supporting clients like retirees and business owners.
Experience: 9 years
Avg account: $246,728
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