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 asset management and a range of financial planning and consulting services to individuals and high-net-worth clients, addressing goals such as retirement, investment planning, and cash-flow analysis. Its written planning offerings cover topics from legacy and succession planning to business-exit strategies and specialized analyses like Medicare and Social Security elections. The firm constructs portfolios using a mix of fundamental and technical security analysis and tailors strategies to each client’s stated objectives, time horizon, and risk tolerance, operating under discretionary authority for managed accounts. Accounts are reviewed at least quarterly, plans are updated on request or at least annually, and the firm discloses its fiduciary duties when advising retirement accounts. What distinguishes the firm from many peers is its explicit focus on philanthropy-related work and public education: the brochure highlights in-depth charitable gift planning to help clients make larger gifts and notes regular, no-fee seminars and workshops for the public. It also relies on institutional custody and trading arrangements to access execution, research and operational support intended to assist with trade execution and back-office functions.

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
Jonas Means	Snoqualmie, WA	20

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