A complete list of active advisors currently associated with Mariposa Wealth Solutions LLC
Warmer can help you find a great advisor at Mariposa Wealth Solutions LLC or one who fits your needs even better.
Mariposa Wealth Solutions provides discretionary investment management and a broad range of financial planning and consulting services to individuals and high-net-worth clients, and it also accepts engagements with charitable organizations. In addition to portfolio management and written planning (covering topics from retirement and Social Security to business exit and legacy planning), the firm runs public seminars and workshops that are educational in nature and offered at no charge. The firm’s investment process combines fundamental and technical analysis with tailored asset allocation, ongoing portfolio monitoring, and periodic rebalancing; it also conducts quarterly account reviews and considers tax-loss harvesting and retirement-plan fiduciary obligations when applicable. MWS generally manages accounts on a discretionary basis and documents client goals, time horizons, and risk tolerances to guide investment selection and trading decisions. What distinguishes Mariposa in its peer group is the explicit focus on charitable gift planning and the acceptance of charitable organization clients, a service mix that is relatively uncommon among similar independent advisers. The brochure also discloses participation in an institutional custody program with Charles Schwab & Co., which provides the firm access to institutional trading, research and back-office services and the attendant economic benefits that can accompany such arrangements.
To learn more about the advisors currently working at Mariposa Wealth Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Snoqualmie, WA
| 19
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")