Customized Financial Plans

You are unique, and your financial plan should be too.

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Services.

We provide wide range of Flexible & Useful Services.

Retirement Planning

Are you on track to live the retirement you always dreamed of?  What goals do you have?  How much do you need?

Post-Divorce Planning

Divorce can be a confusing and stressful time.  Proper planning can ensure that your kids, your things, and your future are taken care of.

Investment Management

We utilize a low-cost, tax-efficient investment strategy that is research-driven and customized to meet our clients’ needs.

Tax Planning

High-net-worth families are familiar with taxes.  Our goal is to maximize your after-tax wealth so you can keep more of your hard-earned dollars.

Cash Flow Planning

Where you choose to spend your assets from makes a difference.  Should you spend from your IRA’s, your 401(k), or your taxable account?

Social Security Planning

Social Security can be a complicated thing, and there are many different strategies based on your family’s specific situation.

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Meet The Team

David A. Stolz, CPA/PFS, CFP

Meet David

Meet The Team

Michelle T. Robinson, CFP

Meet Michelle

Meet The Team

Andy Stolz, MSF

Recent Blog Post

An Experienced Wealth Management Firm in Tacoma, WA


People want to know that the money they make throughout their life is enough to live comfortably on in retirement and potentially leave some behind for their families. Ensuring that this happens can prove challenging for people that do not have the experience in managing complex financial situations and concepts. With the help of a custom financial plan from Stolz & Associates in Tacoma, WA, you can feel more confident knowing that your wealth management needs are being met.



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Stolz & Associates provides our clients with access to a thorough financial planning firm that features a team of a CFA® charter holder and Certified Financial Planners™ that work with you to develop a financial strategy that works for your situation and specific goals.


As one of the wealth management firms in Tacoma, WA, we work with our clients to help give them confidence in their financial future. Our financial planners have helped clients in the following areas meet their financial goals:



  • Pierce County, WA

  • Gig Harbor, WA

  • University Place, WA

  • And more!


    • High Net Worth


    The people of Washington have worked hard for their money and want to ensure they invest it wisely by ensuring that they have their retirement funds invested correctly. We have helped many high net worth individuals and families maintain and grow their wealth through our multi-faceted approach to wealth management. Our financial advisors aim to create a custom financial plan that will help provide clarity around your financial future.

    Finding a wealth manager that has experience dealing with high net worth families and who invests your assets in a thoughtful, evidence-based way is crucial. You want your golden years to be as comfortable and care-free as possible and Stolz & Associates is here to help!

    Our wealth management firm in Tacoma, WA wants to create a plan where your money can continue accumulating, you can meet your retirement spending goals, and establish a smooth transfer of your assets to your beneficiaries after you are gone. With one of our wealth managers on your side, we can build financial strategy that incorporates your specific goals.

    Developing Custom Financial Plans


    Our financial planning firm features teams of a CFA® chartholder and CFP® professionals that work directly with our clients to create customized financial plans that best suit their situations. Throughout Washington, we have helped clients realize their financial goals and create a more stable future for themselves and their families. Whether that involves navigating the intricacies of life after divorce or ensuring your beneficiaries receive the inheritance you want them to have, we can develop the plan to make it a reality.

    As one of the wealth management firms in Tacoma, WA, we have experienced financial advisors that create a tailored financial strategy to every client’s situation, we also offer the following services:

  • Post-divorce planning

  • Retirement planning

  • Wealth management
  • And more!

    If you are in the Pierce County, Gig Harbor, or University Place, WA, area, we would love to hear from you. Contact the Stolz & Associates team to schedule a consultation and begin to take control of your financial future today!





    • Stolz & Associates, P.S.

    We are a wealth management firm in the Pacific Northwest who serves high-net-worth families.

    Independent, Fee-Only Financial Advisor

    We are committed fee transparency as we build tailored solutions for the families we serve.

    Fiduciary

    As your financial advisor, we will act in your best interests. Integrity and trust are at the center of what we do.

    Holistic Wealth Management

    We build plans to help our clients make good financial decisions, minimize taxes, manage risk, and prepare future generations for wealth.

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