A complete list of active advisors currently associated with Stolz & Associates, Ps

Warmer can help you find a great advisor at Stolz & Associates, Ps or one who fits your needs even better.

Stolz & Associates, PS advises individuals (including high-net-worth clients), families and retirement plans, delivering wealth management, comprehensive financial planning, and retirement plan consulting. The three-advisor firm manages roughly $282 million in client assets and provides both discretionary and non-discretionary portfolio management. The firm’s stated investment approach centers on long-term investing and constructing diversified, lower-cost portfolios using fundamental and technical analysis, with client portfolios reviewed at least annually and rebalanced as appropriate. Stolz & Associates operates as a fiduciary for retirement accounts, documents rollover recommendations under the special rule, and permits reasonable client-imposed investment restrictions. Noteworthy disclosures in the brochure include sponsorship of a wrap-fee program, a role that is uncommon among similar supported firms, and a recent material change noting the addition of a promoter relationship. The firm is relatively small but staffed with credentialed advisors (including CFA and CFP designations) and offers an unusually broad range of planning services—such as divorce consulting, corporate and personal tax planning, and fiduciary consulting for plan sponsors.

To learn more about the advisors currently working at Stolz & Associates, Ps, 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
Derek Dzingle	Tacoma, WA	4
Michelle Robinson	Tacoma, WA	16
Andrew Stolz	Tacoma, WA	10

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