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Wealth Planning & Management, LLC is currently NOT accepting new clients. Sorry. 
 
We would suggest that you look at www.Napfa.org to find another Fee Only Planner.

 

 

At Wealth Planning and Management, our mission with every client interaction is to enrich your strengths, helping you get to where you want to be, with our advice,  while building your peace of mind.


 
President Roosevelt once said, "The only limit to our realization of tomorrow will be our doubts of today."   Indeed, today is the best day to begin to do better.   To begin, click here.
 
With our private professional Fee Only planning and advice, you'll move forward with confidence toward your goals.
 
 
 Our clients come from all walks of life, let's learn more About You.
 


 


 

Wealth Planning & Management, LLC is a registered investment adviser in the States of Washington and Oregon.   The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration.   Individualized responses to persons that involve either the effecting of securities transactions, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

©2017 Wealth Planning & Management, LLC. All rights reserved.
Wealth Planning & Management, LLC is a Washington State LLC and a registered investment adviser in the States of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.