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Life’s journey can be much like traveling the way of the sea—navigating changing climates and conditions to make headway toward one’s values and life goals. Since 1983, we have helped hundreds of Puget Sound families navigate sound financial strategies for their life’s journey. Through our affiliation with Commonwealth Financial Network®, we  provide innovative solutions and personalized service to give our clients the confidence they need to pursue their financial and life ambitions.

Broadening Horizons is our primary aim—enhancing opportunities and expanding future possibilities in the lives of our clients. Henry David Thoreau observed, “Wealth is the ability to fully experience life.” We work to help Plan, Invest, and Protect the personal wealth of our clients to help them more fully experience life, express their values, and navigate toward their life goals.

Our Guiding Principles:


We are true to the trust and confidence of our clients, aligning ourselves with their success.


We provide services with the highest standards of professionalism in a personalized, caring environment.


We strive for excellence through our continuous commitment to education, innovation, and providing genuine, industry-leading value.