Contact Us

Want to Work with Us?

If you are interested in becoming a client of our firm, we will need this form completed to the best of your abilities and either sent back to us or brought with you during your initial meeting.

As a minimum requirement to become a client, our minimum net worth requirement is $1,000,000, unless you are family of an existing client of the company.

CAPitalize Your Finances

3929 Bridgeport Way West, #301
University Place, WA 98466

Monday/Tuesday: 8:00 a.m. – 5:00 p.m. Pacific Standard Time
Wednesday: 8:00 a.m. – 4:00 p.m. Pacific Standard Time
(available for video conference and phone call only)
Thursday/Friday: 8:00 a.m. – 5:00 p.m. Pacific Standard Time

Request a Meeting

If intended in being a client of our firm we will need this form completed to the best of your abilities and either sent back to us or brought with you during your initial meeting.

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