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You are living life intelligently  -- that’s why you need our services.

How can we work together to help you get even better results – to enrich your strengths?
 
We help busy people so they can focus on doing what's important to them.
 

Our clients prioritize significant savings to build sufficient financial assets, so as to be able to make working optional.   Our clients intend to have at least $1 million dollars in investment assets at retirement time.


You deserve to improve your life with better planning and by earning your share of the returns available from worldwide capitalism.

We can help you reach your dreams, but we need you to look inside yourself and discover what they are.    Much of your best plan comes from you discovering your own aspirations.  

The best plan for you comes from within you  -- and we guide you through the process of organizing the life that you want.

Your personal planning is improved because you have a private coach to guide you through your own process.    Working together as a team with the strengths of each of us.     Working together with the research results from the best minds in the world of Finance, and the best minds in Financial Life Planning.     Working to enrich your strengths by emulating the value investing style proven to work best by scientific research.

We love the Pacific Northwest, but realize that many clients spend time in warmer climes.    We commit to you that we will use technology to let you work with us, no matter if you wish to be at your place at the lake or the sea, or overseas for half of the year.  And your needs are handled in complete privacy.

Today is always the best time to get started—because of the Time Value of Money. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Wealth Planning & Management  can help you along the way.   Enriching Your Strengths.

Individual Objective Advice and Full Assistance

We provide private financial advice on a Fee-Only basis to individuals, families and retirement plans.  

We offer personalized implementation of your plan - perfect for people who don't have the time or desire to get it done themselves.    We can help you rollover your 401K plan or start an IRA or other tax advantaged investment plan.

Our Wealth Management implementation service allows you access to, and full control of your accounts.   You have the benefit of expert assistance and institutional products without the worry of "where is my money invested?".    Every trade and position is visible to you at any time.

Fee-Only planning means compensation is received only from the client.  There are no incentives to sell commission or insurance products, and no commissions are accepted.  Unlike with our competitors, you as a client aren't paying your precious dollars to a roomful of Sales Managers and the like.   Our interests are perfectly in line with yours. 

Call Jake Engle, CERTIFIED FINANCIAL PLANNER™ professional at:
 
 
(360)  566  2095


or E-mail us via  Contact Us  page   to schedule a complimentary Get Acquainted teleconference, which lasts approximately twenty minutes.   It will involve a discussion of your goals and how we can help you to attain them.

 


    Read more About Us.        

                



©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.
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.