Wealth should create direction, not confusion
Our Journey
At Stoneway Wealth, we believe in building genuine connections with our clients. We take time to understand our clients goals, values, and vision for independence. Our mission is to simplify financial complexity, provide clarity and structure, and ensure every decision supports the life you want to live.
Our Process
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Discovery - Clarify your goals, values, and what financial independence means for you.
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Evaluation & Design - Review your income, investments, taxes, healthcare, estate, and real estate to create a tailored strategy
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Partnership - Establish fiduciary relationship and accounts to begin implementation.
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Allocation - Design your portfolio to balance liquidity, protection, and growth.
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Ongoing Guidance - Proactive updates, tax reviews, and strategy sessions to keep your plan responsive and effective.
Wealth Management
Our comprehensive wealth management services are designed to help you navigate the complexities of wealth accumulation, preservation, and distribution. We work closely with you to develop tailored strategies that encompass all aspects of your financial well-being.
Retirement Planning
Customized Retirement Solutions
Our retirement planning services are centered around your unique retirement goals. Whether you're preparing to retire or seeking post-retirement financial guidance, our team will work with you to create a personalized plan that aligns with your vision.
Tax Optimization
Strategic Tax Planning
Effective tax planning is integral to maximizing your wealth. Our experts specialize in developing tax-smart strategies that minimize tax liabilities while optimizing your financial position.
Investment Management
Disciplined
Portfolio Solutions
Our investment management approach combines personalized strategies with institutional-level expertise. Every portfolio is designed to align with your goals, risk tolerance, and income needs—balancing liquidity, protection, and growth. Through disciplined allocation, ongoing research, and proactive oversight, we help your investments stay aligned with life’s changing goals.
Legacy Planning
Preserving Your Legacy
Legacy planning involves more than just wealth transfer. We are dedicated to helping you create a lasting legacy that reflects your values and provides for future generations.
Connect with us to embark on a comprehensive financial planning journey towards a secure and prosperous future.
Seattle, WA
206.321.2244