Top financial advisors in Shelton, 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.
You might seek a financial advisor in Shelton, WA, if you're navigating complex tax situations like the state's 7% capital gains tax on long-term investments or planning around federal income tax and property taxes. A common mistake is assuming no state income tax means low overall taxes, which can lead to unexpected liabilities.
- Capital gains insight. Confirm how they integrate Washington's unique capital gains tax into your investment planning.
- Tax coordination. Ask how they balance federal tax strategies with local sales and property taxes.
- Long-term planning. Look for advisors who consider your tax picture over multiple years, not just immediate returns.
- Local market knowledge. Ensure they understand Shelton's economic environment and how it affects your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jacob M
Series 66
Shelton, WA
LPL Financial
Jacob Mager offers expertise in wealth management and tax-loss harvesting, which can help navigate Shelton's unique capital gains tax and coordinate federal and local tax strategies. His flat-fee structure at LPL Financial, a large firm with extensive resources, suits clients seeking transparent pricing and access to diverse investment solutions, distinguishing him from advisors with different fee models or smaller firm affiliations.
Experience: 4 years
Avg account: $399,489
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Brittany D
Series 65
Shelton, WA
AE Wealth Management, LLC
Brittany Depoe at AE Wealth Management in Shelton, WA, offers expertise in tax-loss harvesting and retirement plans for business owners, which can help navigate Washington's capital gains tax and complex tax coordination. Operating within a large firm, she provides flat-fee and negotiable AUM fee structures, serving diverse clients including self-employed individuals and business owners, which may suit those seeking tailored financial planning with flexible fees.
Experience: 1 year
Avg account: $387,358
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Gina D
Series 63, Series 66
Shelton, WA
Key Investment Services LLc
Gina Drew's 15 years of experience and Series 63 and 66 licenses position her to navigate Shelton's unique tax environment, including capital gains and property taxes. Working with key Investment Services LLC, a large firm offering model-driven wrap-fee advisory programs, she serves diverse clients with a 1.40% annual fee, differentiating her through access to institutional investment models and a broad client base.
Experience: 15 years
Avg account: $254,267
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Tara G
Series 63, Series 65
Shelton, WA
Wealth Enhancement Advisory Services, LLC
Tara Graham is equipped to assist Shelton residents with complex tax and investment planning, leveraging her expertise in active portfolio management and business exit strategies. Operating within Wealth Enhancement Advisory Services, LLC, she offers flat-fee and AUM-based pricing, serving a diverse clientele including baby boomers and business owners, supported by a strategic blend of passive and active investment management.
Experience: 8 years
Avg account: $1,378,035
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Rk Scott D
Series 66
Shelton, WA
Edward Jones
Rk Scott Davis in Shelton, WA, offers expertise in wealth management and tax-loss harvesting, which is crucial for navigating Washington's capital gains tax and coordinating federal and local tax strategies. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he serves diverse clients including executives and business owners, charging up to 1.35% annually, providing a broad range of investment solutions.
Experience: 8 years
Avg account: $246,728
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