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

Who We Help

Facts About Who We Serve Personally

We typically serve

  • Retirees
  • Pre-Retirees (those within two years of retirement)
  • High-Net Worth Divorced Women
  • Business owners that have been in business for at least three years
  • Corporate executives (CPAs and Attorneys)

Facts About the Retirement Plans We Serve

We typically serve

  • Car Dealerships
  • CPA Practices
  • Medical Offices

By the Numbers

Average Client Age
CAPitalize Assets by Age
Brokerage Assets
$ 0 M
Advisory Assets
$ 0 M
Business Retirement Plans AUM
$ 0 M
Average Client Net Worth
$ 0 M
Average 401(k) Plan Size
$ 0 M