Our most treasured asset is our clients' trust


Doing what is right for our clients, always

First, and foremost, we are responsible to our clients. Every individual has a unique history and that history must be understood. We believe listening to each clients’ individual needs, goals and concerns is imperative. Our team strives to equip our clients with the knowledge and confidence to make suitable decisions for themselves and their families. We strive to review every aspect of a client’s situation. When necessary, we collaborate with the clients’ families and other resources such as accountants and attorneys. Having your financial house in order is an ongoing process. We continue to review changes in clients’ circumstances to determine if something has affected their current strategies, and offer proactive recommendations.

Our goal is to act with transparency and integrity with the motto, “We do what is right for our clients, always.” We want our clients to have the peace of mind knowing someone is looking out for them.

 

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A New Era of Wealth Transfer Webinar

Nov 04, 2025 12:00 PM Pacific Standard Time - Nov 04, 2025 01:00 PM Pacific Standard Time
401 Union St Suite 3600 Seattle, Washington , 98101-2501

Join us to discuss the significance of creating a financial legacy. Hear from industry specialists on how to navigate wealth transfer and grow your legacy for generations to come.

Hosted by:

Paul Fahey Jr., CFP®

Senior Vice President – Financial Advisor
Senior Portfolio Manager – Portfolio Focus

Candice Storm, CDFA®, CFP®

Senior Financial Associate
RBC Wealth Management

Guest speakers:

Cyndy Ranzau

Echelon Wealth Strategist
RBC Wealth Management

Matt Loftin

Wealth Strategist
RBC Wealth Management

RSVP

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