A fiduciary wealth partner for your family. Take the first step today!
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Tri-Cities Office
Monday - Friday
8:00 AM - 5:00 PM
P: (509) 735-0484
T: (800) 441-4412
8203 West Quinault Avenue, Suite 101
Kennewick, WA 99336
Walla Walla Office
Monday - Friday
8:00 AM - 5:00 PM
P: (509) 735-0484
T: (800) 441-4412
15 West Alder Street
Walla Walla, WA 99362
Fee-only fiduciary. Your interests come first.
Managing over $1.5B in client assets.
Helping successful families for 60+ years.
