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"Life moves pretty fast.  If you don't stop and look around once in awhile, you could miss it." - Ferris Bueller

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

<strong>Preserve&#160;Your Finances.</strong>

Preserve Your Finances.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, take care of your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Meet Our Experienced Team

Shayne Doty

Shayne Doty

Financial Advisor/Chief Investment Officer

425-429-3978 x101

Thomas Fowler

Thomas Fowler

Partner and Estate Planning Specialist

425-429-3978 x104

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