Relational, Independent, Disciplined
Our Approach
Your story comes first
Customized Wealth Strategies
We understand that wealth management is not a one-size-fits-all service. Our approach is deeply relational, focusing on the individual journey of each client. We take pride in our independence as financial advisors, which allows us the flexibility to create wealth strategies tailored to the unique goals and life circumstances of each client. From the onset, we work closely with you to understand your aspirations, assess your financial landscape, and craft a plan that aligns with your vision for the future.
How We Work
Relational
Life is a series of events and transitions, from career advancements and family expansions to planning for retirement and beyond. That’s why our advisors are more than just financial planners. We are partners ready to walk alongside you through every significant life event. Whether it’s strategizing for a child’s education, adjusting plans due to career changes, or navigating the complexities of retirement and estate planning, our team is here to offer support, guidance, and experienced advice.
Independent
Our status as independent advisors empowers us to focus solely on what’s best for our clients, free from the constraints of corporate mandates or off-the-shelf solutions. This independence is crucial in our ability to offer a wide array of investment products and strategies, ensuring that our recommendations are based solely on your best interests and financial objectives. We believe in transparency, integrity, and building trust through honest and open communication.
Disciplined
A healthy financial strategy centers around defined goals and measured progress towards those goals. Here’s what you can expect from the Olympic Investment process:
- Discover: We assess your unique situation, needs, and goals in a relaxed setting.
- Develop: Understanding your goals and risk tolerance, we create a tailored investment plan.
- Implement: We assist in executing a disciplined investment strategy, managing risks effectively.
- Evaluate: Your advisor regularly reviews and communicates performance to ensure the strategy matches your goals.
Small Step, Big Impact
Start Your Journey
Begin the path toward achieving your financial goals with a team that values relationships and personalized service. Schedule a meeting with an Olympic Investment Group advisor today to discover how our customized, independent approach to wealth management can make a difference in your life. Let’s build your future together.
Meet YOUR Team
Let’s talk.
Your wealth management journey begins with a conversation. Give us a call at (425) 312-6460 or fill out the form to get started today.
