Stapp Wealth Management, Pllc

Stapp Wealth Management, PLLC is a registered investment adviser based in Olympia, Washington, providing tailored investment advisory services since 1996. Their services include Portfolio Management, Financial Planning, and Tax Preparation. Clients have the opportunity to invest in one of five portfolio strategies managed with discretionary authority, primarily consisting of no-load and exchange-traded funds. The firm charges an hourly fee for financial planning services and a percentage of assets under management for supervisory services. Stapp Wealth Management, PLLC does not accept performance-based fees or engage in side-by-side management. They cater to individuals, high net worth individuals, and retirement accounts, typically requiring a minimum combined asset value of $250,000. The firm exercises investment discretion with client accounts, providing continuous management services and annual reviews. Stapp Wealth Management, PLLC emphasizes a fiduciary duty to act in clients' best interests. The team includes Gregory T. Stapp, Thomas M. Stapp, and Rebecca A. Stapp, all Certified Financial Planner professionals. The firm's investment strategies are based on thorough analysis, risk assessment, and client-specific financial goals. Stapp Wealth Management, PLLC prioritizes client privacy, compliance with regulatory standards, and transparent communication.