Top financial advisors in Tumwater, 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're managing investments or planning for retirement in Tumwater, WA, you might face unique tax considerations like the state's 7% capital gains tax on long-term investments above certain thresholds. Without an advisor familiar with these local rules, you could overlook key tax impacts that affect your overall financial plan.
- Capital gains tax insight. Confirm how they incorporate Washington's specific capital gains tax into your investment strategy.
- Federal and state tax balance. Ask how they balance federal income tax planning with Washington's sales and property taxes.
- Experience with local regulations. Look for advisors who understand how state tax policies influence retirement income and asset allocation.
- Long-term planning focus. Ensure they consider how tax changes over time might affect your financial goals in Washington.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Whitney K
Series 66
Tumwater, WA
Edward Jones
Whitney Kershner in Tumwater, WA, brings 16 years of experience and a Series 66 designation, offering expertise in estate planning, charitable giving, and multi-generational wealth transfer, which can help navigate local tax considerations like Washington's capital gains tax. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse investment strategies with an annual program fee up to 1.35%, suitable for clients seeking comprehensive wealth management.
Experience: 16 years
Avg account: $246,728
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Hui-chin C
CFP®
Olympia, WA
Jade & Cowry LLC
Hui-chin Chen is a CFP®-certified advisor in Tumwater, WA, with 12 years of experience specializing in cross-border and expatriate tax planning, which can be valuable for clients navigating Washington's unique tax landscape. Her tiered fixed fee structure and focus on high-net-worth millennials and technology professionals differentiate her from others by offering tailored support for globally mobile clients managing complex financial situations.
Experience: 12 years
Avg account: $1,302,161
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Justin D
CFP®, Series 65, Series 63
Tumwater, WA
Cetera
Justin Deutsch's decade of experience and CFP® certification equip him to navigate Tumwater's unique tax landscape, including capital gains considerations, for clients approaching retirement or high earners. Affiliated with Cetera, a large firm offering flat-fee planning and diverse portfolio management options, he also provides insurance services, distinguishing him from advisors focused solely on investment management.
Experience: 11 years
Avg account: $306,089
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Ryan S
Series 66
Tumwater, WA
Key Investment Services LLc
Ryan Sundberg in Tumwater, WA, offers expertise in tax-loss harvesting and active portfolio management, which can help address Washington's unique capital gains tax challenges. Working at a large firm, he provides model-driven investment solutions with a 1.40% annual fee, serving diverse clients including trusts and small businesses, distinguishing him from advisors focused solely on individual investors.
Experience: 5 years
Avg account: $254,267
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Geneva F
Series 66
Tumwater, WA
LPL Financial
Geneva Foster's experience with wealth management and retirement plans for business owners suits clients in Tumwater, WA, who need guidance on local tax impacts like Washington's capital gains tax. Affiliated with LPL Financial, a large firm offering flat-fee planning and extensive research support, she provides access to diverse investment and insurance products, differentiating her from advisors at smaller firms or with different fee structures.
Experience: 2 years
Avg account: $399,489
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