NW Tax & Wealth Advisory Group, Inc., is an independently owned and operated Registered Investment Advisory Firm (RIA) serving residents and businesses throughout the Pacific Northwest since 1973. We exist to provide planning and solutions for our clients in every aspect of their financial lives in one place prior to and throughout retirement. As an independent business, we do not work for any particular company - we work for you. As a result, we have the ability to offer a wide array of services, strategies and financial products, and to design solutions to meet your specific and unique financial needs. Also, we have married tax advisory with financial advisory so you know tax considerations will always be measured in any plan we develop and prior to any action taken with your investments. We recognize that each client has a unique situation; we do not have a "one size fits all" approach to our planning. We are dedicated to providing, with uncompromising integrity, the comprehensive and personal service you need to ensure peace of mind while living in retirement.
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Synergy Financial Management, LLC is part of a financial eco-system providing three basic services to business owners: 1) Money Management 2) Valuation and Consulting, and 3) M&A advisory services and business transactions. And two professional services for individuals and trusts: 1) Money Management 2) Comprehensive Financial Planning Synergy helps you integrate your personal financial planning with your business financial planning. Whether you are planning to acquire a business, package and promote your business for sale, or to grow and maximize the value of your business, we can help you. In short, we help you optimize your exit plan. And the best time to start working on your exit plan is the day you open your doors. All business owners want to eventually leave their firms, but many companies are simply not ready for a transfer event. Whether it is by sale, death, divorce, or bequest, eventually you will separate from your business. Please turn to Synergy for professional and caring advice and let us help you navigate the potential pit falls that can destroy the value of your business. Our financial eco-system was formed to help you by providing practical, nuts-and-bolts advice on how to improve your firm's value. Our free Wealth Assessment Check-up is a great starting point for you and us to begin our relationship. After the assessment, and if appropriate, we will be in a position to propose a customize solution tailored to your specific goals and objectives.
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I am an independent Financial Advisor that passionately helps high net worth investors grow their assets and preserve their wealth. I specialize in crafting portfolio diversification that includes alternative investments in private companies. My proven six step process includes an introductory appointment to determine if my services line up with your financial goals and dreams, an appointment to capture an understanding of your financial situation, an assessment of your financial situation, a third appointment to go over your written and customized financial plan, implementation of your financial plan at a pace that is comfortable to you and then frequent monitoring of your progress.
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