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1854 Capital Management is a financial planning and wealth management firm based in Bellingham, Washington, serving families and individuals throughout Whatcom and Skagit Counties. The team, led by founder Michael Perry and partner James Pyles, CFP, RICP, specializes in retirement income planning, tax-smart investment strategies, and customized wealth plans, and works in partnership with &Partners for platform and technology support. With deep roots in the North Puget Sound community, the firm emphasizes plain-spoken guidance and invests alongside its clients in the same strategies it recommends.
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We specialize in helping small businesses become successful. We understand that running any business comes with its own set of worries. Our goal is to take the financial pressure off your shoulders, so you can better spend your valuable time on improving and managing your business. Our firm does this by offering services like federal income tax preparation (personal, corporation, LLC, trust, partnership), tax planning, financial statements, IRS assistance, business start-up assistance, business consulting, contract CFO (Chief Financial Officer) services, Human Resources assistance, hiring and recruiting assistance, and audit assistance. We also have experience working with the Washington Department of Revenue, Labor and Industries, Employment Security, and other taxing authorities. If you're a small business owner and have problems that keep you up at night, please give us a call. If your problem or needs are beyond our areas of expertise, we will do our best to provide you with an appropriate referral.
