Top financial advisors in Port Orchard, 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. Ensure they understand Port Orchard's property tax environment and its effect on your overall financial picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ruben P
Series 66, Series 63
Port Orchard, WA
Fidelity
Ruben Perez in Port Orchard, WA, is equipped to address complex tax considerations, including Washington's capital gains tax, through Fidelity's systematic investment approach that blends fundamental research with quantitative methods. With 11 years of experience and Series 63 and 66 licenses, he brings expertise in active portfolio management and charitable giving, distinguishing him within a large firm environment focused on both retail and institutional clients.
Experience: 11 years
Avg account: $234,793
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Brian G
Series 66
Port Orchard, WA
Accurate Wealth Management, LLC
Brian George offers expertise in managing concentrated stock and alternative investments, which is crucial for navigating Washington's capital gains tax alongside federal taxes. His firm, Accurate Wealth Management, LLC, emphasizes risk control and value in portfolio management, providing flat-fee and negotiable pricing options, which may appeal to clients seeking transparent fees and tailored financial planning in Port Orchard.
Experience: 18 years
Avg account: $654,791
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Michael A
Series 63, Series 65
Port Orchard, WA
Principal Financial Services
Michael Appel, based in Port Orchard, WA, is equipped to address complex tax scenarios including Washington's capital gains tax through his role at Principal Financial Services, a large firm offering diverse financial planning and retirement consulting services. With six years of experience and Series 63 and 65 licenses, he provides flexible fee options including hourly and monthly plans, catering to a broad client base from individual investors to active-duty military personnel.
Experience: 6 years
Avg account: $324,050
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Matthew H
CFA®, Series 66
Port Orchard, WA
Hawkins Investment Counsel, LLC
Matthew Hawkins offers expertise in active portfolio and concentrated stock management, making him well-suited to address complex tax considerations like Washington's capital gains tax. With 21 years of experience and a CFA® designation, he provides independent, research-driven investment management and financial planning services tailored to high-net-worth clients in Port Orchard, WA, differentiating him through a U.S.-focused, quantitative and fundamental analysis approach.
Experience: 21 years
Avg account: $1,712,322
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Gregory S
Series 63, Series 65
Port Orchard, WA
Raymond James Financial
Gregory Steiger's extensive 27 years of experience and expertise in business exit strategies and retirement income planning equip him to address complex tax considerations, including Washington's capital gains tax. Operating within Raymond James Financial, a large firm offering flat-fee and hourly planning services, he serves diverse clients and combines local knowledge with a seasoned approach, distinguishing him from other advisors in Port Orchard.
Experience: 27 years
Avg account: $700,796
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