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.

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

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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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