Coldstream Wealth Management

Tacoma, Washington

Slusser Financial, LLC, based in Tacoma, Washington, offers financial planning, insurance, and estate planning services for individuals and businesses. Founded in 2017 by Scott Slusser, who holds the Retirement Income Certified Professional (RICP®) designation and has been a Million Dollar Round Table member since 2015, the firm serves clients in the Seattle/Tacoma area. The team includes a Director of Client Services, Service Assistants, and a Financial Adviser, with combined experience in insurance and financial services.

Vancouver, Washington

Calibrate Wealth Advisors is a financial planning firm based in Vancouver, Washington that serves individuals, families, and pre- and post-retirees. The firm works through a five-step process beginning with goal discovery and financial data collection, followed by analysis, personalized recommendations, and ongoing reviews to adapt to changing circumstances. They offer planning consultations via in-person meetings, video calls, phone, and an online platform. Their practice addresses retirement preparation, asset management, and wealth building for clients across various life stages.

Kirkland, Washington

Sound Planning Group is a fiduciary financial planning firm based in Kirkland, Washington, serving the greater Seattle area with a focus on retirement planning and wealth management. The firm uses a seven-step process covering income planning, investment strategy, tax planning, healthcare and long-term care, real estate decisions, estate planning, and ongoing plan reviews. Sound Planning Group works with individuals and families to develop personalized financial strategies addressing their specific retirement goals, income sources, and risk tolerance.

Winthrop, Washington

Independent RIA

Brian Gregg is a CFP and independent fiduciary advisor based in Winthrop, Washington, who specializes in retirement planning and investment management. The firm develops personalized investment strategies and long-term financial planning to help clients work toward their retirement goals, and also offers estate planning coordination and tax planning services. Brian holds credentials as an LPL Registered Representative and Investment Advisor Representative, and the firm accepts new clients for an initial complimentary consultation.