Connect With Stolz & Associates, P.S. — A Qualified Wealth Management Firm in Kirkland, WA

When navigating the intricate world of finance, your prosperous financial future relies on the power of effective wealth management. At Stolz & Associates, P.S., we take great pride in our reputation as a knowledgeable resource. We provide comprehensive wealth management services for residents of Washington. Our dedication lies in assisting you in forging a fruitful and sustainable financial path. We are committed to standing by your side as your trusted strategic partners and delivering an approach and financial strategy that takes into consideration your unique aspirations and goals. Discover the wide range of financial services we offer, including post-divorce planning, retirement planning, cash flow planning, and tax planning in Kirkland, WA. Embrace the potential of our esteemed wealth management firm in Kirkland, WA! Contact us today to meet our team and set the foundation for a path to success on your financial journey.

Wealth Management Planning in Kirkland, WA

At Stolz & Associates, P.S., we are proud to provide comprehensive wealth management planning services for Kirkland, WA, residents. With our experienced financial associates at your disposal, we can develop solutions that precisely align with your unique financial objectives and risk tolerance. Recognizing the importance of establishing a strong financial future, our mission is to offer unwavering support and guidance no matter where you are on your financial journey.

Asset Protection and Risk Management

We provide a wide range of asset protection and risk management services at our wealth management firm located in Kirkland, WA. Our team will conduct a comprehensive analysis of your financial situation, creating customized strategies to minimize risks and protect your wealth from market volatility, legal liabilities, and unforeseen circumstances. Your assets will be in the hands of capable professionals, allowing you to have peace of mind as you grow your portfolio.

Estate Planning

There's nothing more significant than preserving your legacy for future generations, and our estate planning services offer a unique solution for this very cause. We specialize in crafting a comprehensive blueprint tailored to your preferences, guaranteeing the accurate distribution of your assets and minimizing tax implications. By mitigating potential conflicts, our team of advisors provides invaluable guidance throughout the process, assuring you peace of mind and safeguarding your legacy for the years ahead.

Investment Management

Our comprehensive investment management services are designed with your wealth growth in mind. We focus on strategically selected investments to ensure the likelihood of optimal future results. By constructing a diverse portfolio tailored to your individual financial objectives and risk tolerance, we take great care in meeting your needs. Our experienced team continuously monitors market trends, providing constant optimization to maximize your returns. Entrust your financial future to our capable hands.

Tax Planning

We are dedicated to guiding you through the intricate landscape of taxation. With our experience, we meticulously identify strategic opportunities to optimize your tax situation and adhere to the latest tax regulations. Your peace of mind and financial security are our utmost priorities. Entrust us today to experience comprehensive tax planning services in Kirkland, WA.

Trust Management Services

Our team is committed to delivering exceptional care and management for your entrusted assets. Through meticulous oversight, we strive for diligent administration and distribution of your assets according to your specifications. Whether you have a revocable trust, irrevocable trust, or charitable trust, we are dedicated to preserving and enhancing your assets for the long haul. With our trust management services, you can be confident that your financial future is in capable hands.

Retirement Planning Services in Kirkland, WA

Stolz & Associates recognizes the intricacies involved in retirement planning. That's why our dedicated team is committed to providing comprehensive guidance for all your retirement goals. With our experience, we offer invaluable advice on a diverse range of pension options, helping you select the most suitable one to align with your unique retirement aspirations.

The intricacies of social security, pension plans, and other retirement aspects can be overwhelming, which is why our team is here to alleviate any concerns and simplify the process for you. Our objective is to ensure your clear comprehension of benefit commencement, strategies to optimize those benefits, and how supplementary sources of income may influence your overall retirement framework. Whether your vision entails global adventures, new ventures, or serene retirement pleasures at home, we are wholly dedicated to assisting you in establishing realistic goals and formulating a plan to manifest them into reality. Contact us today and ask about retirement planning in Kirkland, WA.

Social Security Planning in Kirkland, WA

Prepare yourself to embark on a path toward a secure retirement. Stolz & Associates, P.S. stands as your trusted source for Social Security planning in Kirkland, WA. Our team of experienced advisors is ready to steer you through every facet of your retirement planning journey. Since your circumstances are unique, we tailor our social security plans exclusively to cater to your needs. With steadfast support, you can optimize the benefits you have worked so hard to obtain.

Post-Divorce Planning in Kirkland, WA

Experiencing a divorce can present significant challenges and emotional strain. At Stolz & Associates, P.S., we help to provide assistance throughout your journey. As a wealth management firm in Kirkland, WA, we specialize in post-divorce planning services. Our objective is straightforward: to support you in establishing a strong financial foundation and preparing for the promising future ahead. With expertise and guidance through every step, you can confidently transition into the next chapter of your life without unnecessary stress or burdens. Take advantage of our post-divorce planning in Kirkland, WA, today.

Mediation, Negotiation, and Trials

No matter the obstacles you face, our financial professionals possess the knowledge and proficiency to navigate you through mediation, negotiation, or litigation. Our utmost priority is to seek equitable and advantageous resolutions while continuously considering your utmost benefit and welfare. We will accompany you throughout the entire process, offering invaluable assistance and guidance.

Asset Division

At Stolz & Associates, P.S., we understand the intricate nature of asset division in divorce proceedings. Our team is committed to providing you with the knowledge and guidance required to make informed decisions about your rights and available options. With our assistance, you can expect a fair and impartial distribution of marital assets, including real estate, investments, retirement accounts, and business holdings.

QDROs (Qualified Domestic Relations Orders)

If your divorce includes the division of retirement or pension plans, it may be necessary to obtain a Qualified Domestic Relations Order (QDRO). Our team is knowledgeable in this particular area and is fully equipped to handle all aspects of QDROs. With our preparation and seamless processing, we will ensure that your rightful share of these funds is safeguarded. You will have complete confidence in our ability to navigate this complex process with utmost efficiency and accuracy.

Join the Team at Stolz & Associates, P.S. — A Comprehensive Wealth Management Firm in Kirkland, WA

Are you searching for a reliable wealth management firm in Kirkland, WA? At Stolz & Associates, P.S. we are fully committed to providing comprehensive wealth management support tailored to each client. Our team stands apart from the competition thanks to our commitment to YOU, which includes understanding your unique financial requirements and offering personalized, proactive financial solutions. Led by David A. Stolz, our financial professionals provide their years of knowledge, experience, and genuine care in the areas of tax planning, retirement planning, and cash flow planning in Kirkland, WA. Take the first step towards securing your future and make your dreams a reality by contacting us today.


This article is for educational purposes only and is not intended to be specific tax, legal, or investment advice.

Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, Past performance is not a guarantee of future results.