Top financial advisors in Wenatchee, 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 Wenatchee's economic environment and how it affects your investment opportunities and risks.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James D
Series 63, Series 65
Wenatchee, WA
Charles Schwab
James Deich in Wenatchee, WA, offers expertise in multi-state taxation and real estate investing, which is crucial for managing Washington's capital gains tax alongside federal taxes. With 30 years of experience at Charles Schwab, a large firm serving high-net-worth clients through a 0.80% AUM fee, he provides access to alternative investments and multi-asset portfolios, distinguishing him from advisors with smaller firm resources.
Experience: 31 years
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Kimberly D
Series 63, Series 66
Wenatchee, WA
LPL Financial
Kimberly Dunbar's experience with LPL Financial in Wenatchee equips her to address complex tax scenarios, including Washington's capital gains tax, through wealth management and tax-loss harvesting strategies. Her background with a large firm offering flat-fee planning and a diverse client base, combined with seven years of industry experience and prior corporate roles, distinguishes her approach from other local advisors.
Experience: 8 years
Avg account: $399,489
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Sean G
CFP®, Series 63, Series 65
Wenatchee, WA
Telos Wealth
Sean Gross offers expertise in business sale tax planning and general estate guidance, crucial for managing Washington's capital gains tax alongside federal taxes. With 34 years of experience, he operates independently at Telos Wealth in Wenatchee, employing a blend of fundamental and technical analysis within a modern portfolio theory framework, and provides flat-fee and hourly financial planning options.
Experience: 34 years
Avg account: $677,421
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Allison P
Series 66
Wenatchee, WA
Valic Financial Advisors
Allison Pasta at Valic Financial Advisors in Wenatchee, WA, offers expertise in tax-loss harvesting and retirement income strategy, which can help navigate Washington's capital gains tax alongside federal taxes. Her firm serves high-net-worth clients with discretionary managed accounts and provides flat-fee financial planning, distinguishing her with a blend of personalized service and large-firm resources.
Experience: 4 years
Avg account: $99,681
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Sherry G
Series 63, Series 65
Wenatchee, WA
Ameriprise
Sherry Gustin's 39 years of experience and focus on retirement income strategy make her well-equipped to address the complexities of Washington's capital gains tax alongside federal taxes for clients in Wenatchee. Affiliated with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, she provides personalized, tax-efficient planning with a 0.15% AUM fee, distinguishing her from advisors with smaller firm resources or less extensive experience.
Experience: 40 years
Avg account: $471,167
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