Embrace Stolz & Associates, P.S. — A Qualified Wealth Management Firm in Lakewood, WA

In the complex realm of finance, wealth management plays a pivotal role in shaping your financial future. Stolz & Associates, P.S. is a name that provides comprehensive wealth management services for Washington residents. We are dedicated to helping you create a productive and sustainable financial future, serving as your strategic partners, and crafting a customized financial strategy that aligns with your unique goals and aspirations. Explore our array of financial service offerings, which include post-divorce planning, retirement planning, cash flow planning, and tax planning in Lakewood, WA. Reach out to us today, meet the team, and embrace the potential of our wealth management firm in Lakewood, WA.

Professional Wealth Management Planning Services in Lakewood, WA

At Stolz & Associates, P.S., we provide a wide range of wealth management planning for the residents of Lakewood, WA. Our experienced team of financial experts is dedicated to delivering customized solutions perfectly tailored to your unique financial objectives and risk appetite. We know the importance of securing a solid financial future, and that's why we are here to assist you every step of the way.

Asset Protection and Risk Management

Our robust asset protection and risk management services are specifically tailored to shield your wealth from potential threats. Through meticulous analysis of your financial situation, our wealth management firm in Lakewood, WA, will devise effective strategies to mitigate risks, safeguarding your assets against market volatility, legal liabilities, and unforeseen circumstances.

Estate Planning

We deeply value the significance of safeguarding your legacy for future generations. Our estate planning services encompass assisting you in crafting a meticulous blueprint to effectively allocate your assets according to your desires while reducing tax obligations and mitigating the likelihood of any potential conflicts.

Investment Management

Our comprehensive investment management services prioritize the growth of your wealth through strategic and carefully selected investments. We meticulously curate a diversified portfolio customized to align with your unique financial objectives and risk appetite. We'll continuously monitor market trends, ensuring constant optimization of your portfolio to maximize returns.

Tax Planning

At Stolz & Associates, P.S., we'll guide you through the intricate realm of taxation. We are experienced in identifying strategic opportunities to minimize your tax liability and ensure full compliance with the latest tax laws, providing you with peace of mind and financial security. See us today for tax planning in Lakewood, WA.

Trust Management Services

Our comprehensive trust management services encompass the meticulous oversight of your trust assets with diligent administration and distribution in accordance with your precise specifications. Be it a revocable trust, irrevocable trust, or charitable trust, our team preserves and augments your assets over the long term.

Protect Your Future With Quality Retirement Planning Services in Lakewood, WA

Our retirement planning services in Lakewood, WA, are crafted with YOUR retirement goals in mind. We provide guidance on the multitude of available pension options, enabling you to select the one that aligns perfectly with your retirement goals.

The intricacies of social security, pension plans, and other retirement aspects can be quite perplexing, but we strive to simplify it, ensuring that you comprehend the optimal time to commence receiving benefits, strategies to amplify those benefits, and how other sources of income might impact your benefits. And whether your aspirations include globetrotting, embarking on a new venture, or savoring a tranquil lifestyle at home, Stolz & Associates are committed to assisting you in establishing realistic retirement goals and devising plans to accomplish them.

Social Security Planning in Lakewood, WA

Embark on the journey to a secure retirement with confidence. We provide Social Security planning in Lakewood, WA, designed to navigate you through the intricacies of retirement planning. Our professional advisors, renowned for their expertise and reliability, stand ready to guide you every step of the way. We'll personalize a plan tailored to your unique circumstances, ensuring you reap the maximum benefits you've worked hard for. With Stolz & Associates, P.S., your retirement isn't just a phase; it's a well-planned chapter of life. Act now for a future filled with financial security and peace of mind.

Post-Divorce Planning in Lakewood, WA

Navigating the challenging and emotionally draining process of divorce can be made easier with the support of Stolz & Associates, P.S. — the premier wealth management firm in Lakewood, WA. Our post-divorce planning for Lakewood, WA, aims to help you establish a strong financial foundation and prepare for a promising future ahead. With our experience, you can confidently transition into the next chapter of your life.

Mediation, Negotiation, and Trials

No matter the circumstances you face — whether it calls for mediation, negotiation, or even taking the case to court — our financial advisors possess the necessary knowledge to navigate you through. Our primary goal is to seek out the most agreeable and equitable resolutions, always prioritizing your best interests and well-being.

Asset Division

Dividing assets during a divorce can be incredibly complex. At Stolz & Associates, P.S., we provide you with the knowledge to make informed decisions about your rights and available options. We are committed to achieving a just and equitable distribution of your marital assets, including real estate, investments, retirement accounts, and business interests.

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). We have much experience in this realm and can effectively handle QDROs, guaranteeing accurate preparation and efficient processing to safeguard your entitlement to these funds.

Partner With Stolz & Associates, P.S., and Benefit From the Breadth of Our Wealth Management Firm in Lakewood, WA

Are you in search of a dependable wealth management firm in Lakewood, WA? Stolz & Associates, P.S. is fully dedicated to providing comprehensive wealth management support and is the team you need. Our unwavering commitment to understanding your specific financial requirements and offering personalized, proactive financial solutions set us apart from the rest. With David A. Stolz and our team of advisors at the helm, you will experience knowledge and genuine care for tax planning, retirement planning, and cash flow planning in Lakewood, WA. Take the first step today and secure your future by reaching out to us. Together, we can make your dreams a reality.



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

Diversification and asset allocation do not ensure a profit or guarantee against loss.

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, https://adviserinfo.sec.gov/firm/summary/117216. Past performance is not a guarantee of future results.