Services

Comprehensive Financial Services

How we work with our clients, investments, financial planning, etc.

Our clients are clients of the firm. We do not silo our clients instead we share notes everyday so no matter who you talk to, your interaction will be cared for by all of us. We help clients with our five core competencies.

Investment management

We believe that people have accumulated wealth in one of two ways: Through owning good businesses and by owning income producing real estate. In our capitalistic system its likely that wealth will continue to be created in this manner. We help manage our clients liquid assets to protect and grow their wealth. This basic premise of the market is often forgotten with our ultra-complex and busy world. For over 40 years we've been serving generations of clients with timeless straight-forward strategies based on fundamentals.

Goals based planning

We believe that successful people have goals. Through our planning process we address numerous areas of a client’s financial health including their concerns and goals. We then craft opportunity-driven models to achieve desired outcomes.

Estate and legacy review

There are two basic estate plans. The government's estate plan or the one you and your loved ones create. It is our experience that most clients do not fully understand the implications of their estate plan. This can lead to clients procrastinating and signing documents they do not fully understand.

A mission of our team is for every client to fully understand their estate & legacy plan. From our conversations we can help facilitate the proper drafting of estate documents with our client's attorney.

Full service help

Every client has a team behind them. We believe that having an available and trustworthy team with a personal relationship is important when dealing with someone's finances. We are committed to quick and personalized service.

Behavioral coaching

Going beyond the nuts and bolts of finance we strive to help our clients through good and bad times to make sound financial decisions. Emotions while investing can test sound judgment so we take it upon ourselves to help our clients have good context when thinking through investing.

Financial Advice

Our goal with every client is to create a close trusted relationship for life.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (425) 998-9960
  • E-Mail:
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Clients

Tschetter Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Tschetter Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
No advice may be rendered by Tschetter Wealth Advisors unless a client service agreement is in place.

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