Port Angeles, WA Office
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Hallett Advisors
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Firm-wide stats for Hallett Advisors
About
Hallett Advisors serves individual clients — including high‑net‑worth households — as well as institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning and consulting, discretionary and non‑discretionary portfolio management, selection of third‑party managers, pension consulting, and expert‑witness services.
The firm customizes investment advice to each client’s stated objectives and risk tolerance, providing ongoing monitoring and periodic rebalancing while using both fundamental and technical analysis and a mix of long‑ and short‑term strategies. Hallett Advisors may recommend outside money managers and coordinates execution through custodians, and it advises clients to consult tax professionals because tax efficiency is not its primary investment objective.
What distinguishes the firm among its supported peers is its multi‑office footprint — operating through five or more offices — and its affiliation with another registered investment adviser via its parent company, arrangements the firm discloses when making recommendations. The firm also offers specialist services that are less common for similarly sized advisers, notably ERISA/pension consulting and retained expert‑witness engagements related to divorce planning and retirement plan matters.
Based on Hallett Advisors
Location
1506 East First Street
Port Angeles WA 98362
Advisors at this office
3
Advisors at this office
Jason W
Series 65
Port Angeles, WA
Hallett Advisors
Jason Wilson is a financial advisor at Hallett Advisors with a Series 65 designation and four years of industry experience. He has been with Hallett Advisors since 2017 and previously worked at H&R Block and Redlion Hotels. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services using a mix of fundamental and technical analysis, with ongoing monitoring and periodic rebalancing.
Christine C
Series 65
Port Angeles, WA
Hallett Advisors
Christine Cruz is a financial advisor at Hallett Advisors in Port Angeles, WA, holding a Series 65 designation with eight years of industry experience. She has worked at Hallett Investments, LLC since 2019 and has been associated with Sloy Dahl & Holst, LLC in various capacities since 1993. Hallett Advisors serves individual and institutional clients, offering customized investment advice, financial planning, discretionary portfolio management, and specialist services such as ERISA/pension consulting and expert-witness engagements. The firm operates through multiple offices and works with outside money managers while advising clients on tax professionals for tax-related matters.
James H
CFP®, Series 63, Series 65
Port Angeles, WA
Hallett Advisors
James Holst is a CFP® professional with 38 years of industry experience, currently with Hallett Advisors. He has held roles at SLOY, DAHL & HOLST, LLC since 1988 and is the sole owner of Holst Holdings, Inc., a holding company based in Vancouver, WA. Hallett Advisors provides financial planning, portfolio management, pension consulting, and expert-witness services to individual and institutional clients. The firm customizes investment strategies using both fundamental and technical analysis and offers specialized ERISA and pension consulting along with retained expert-witness services.
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