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Who We Are

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Stolz & Associates, PS originally started as a traditional CPA firm. After time, as tax-only professionals, we felt that we were only recording our client’s history, not helping them to make their history. Evolving into a wealth management firm … Read More

What We Do

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With every financial firm claiming to know the secret to financial success and offering "customized" solutions, it can be difficult to sort through the mess and really decide who is best for you.  So... How do you make the right decision?  … Read More

Contact Us

Tacoma Office
2323 N. 30Th St., Suite 201,
Tacoma, WA 98403

Phone: 253-272-3441
Fax: 253-284-4141

Email: Info@StolzAssoc.com

From Our Blog

Warren Buffett: Why stocks beat gold and bonds

This is an interesting article by Warren Buffet.  It explains why he believes equities to be the best investment over time.  It also talks about the problems associated with owning gold and the risk of inflation that is all too often … Read More

The Dividend-Fund Dilemma

"A number of people have been asking what our opinion is on investing in a fund that contains only dividend-producing stocks.  Although this may seem like a good idea at first, there are a number of other factors that should be considered.  This is … Read More

Yale’s Swensen Says Index Funds Best Plan for Most Investors (2)

This article talks about the advantages of passively managed index funds.  This is the style of investing we believe in and implement at Stolz& Associates... To view the article click HERE . … Read More

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