Stolz & Associates, P.S. Is a Qualified Wealth Management Firm in Seattle, WA

In the intricate domain of finance, wealth management assumes a critical role in shaping your financial trajectory. At Stolz & Associates, P.S., we are an experienced and knowledgeable entity that provides all-encompassing wealth management services designed for the residents of Washington. Our unwavering commitment lies in assisting you in constructing a productive and sustainable financial future. Acting as dedicated strategic partners, we endeavor to craft a personalized financial strategy that seamlessly aligns with your distinctive goals and aspirations. Delve into our extensive range of financial service offerings, which encompass post-divorce planning, retirement planning, cash flow planning, and tax planning in Seattle, WA. Take the opportunity to connect with our esteemed team today and embark on the potential offered by our wealth management firm in Seattle, WA.

Professional Wealth Management Planning Services in Seattle, WA

Stolz & Associates, P.S. offers residents a comprehensive suite of wealth management planning services in Seattle, WA. Our team of seasoned financial advisors is devoted to delivering personalized solutions that align precisely with your individual financial goals and appetite for risk. We understand the significance of establishing a reliable financial foundation, so we stand ready to support everything you'll face on your journey.

Asset Protection and Risk Management

Our comprehensive asset protection and risk management solutions are specifically customized to safeguard your wealth from potential threats. With our wealth management firm in Seattle, WA, we thoroughly analyze your financial situation to develop effective strategies that mitigate risks. We aim to shield your assets from market volatility, legal liabilities, and unforeseen circumstances. Our professional team is committed to helping you navigate potential challenges and protect your wealth effectively.

Estate Planning

We place great importance on preserving your legacy for future generations. Our comprehensive estate planning services involve assisting you in creating a precise strategy to efficiently distribute your assets based on your wishes while minimizing tax liabilities and minimizing the chances of any potential disputes.

Investment Management

Our advanced investment management solutions prioritize expanding your wealth through strategic and carefully chosen investments. We curate a diverse portfolio tailored to align with your specific financial goals and risk tolerance. Our team continually monitors market trends, ensuring ongoing optimization of your portfolio to maximize returns.

Tax Planning

Stolz & Associates, P.S. is your trusted partner in navigating the complex world of taxation. Our experience lies in identifying strategic opportunities to optimize tax efficiency and ensure strict adherence to the latest tax regulations, offering you peace of mind and financial stability. Rely on us for knowledgeable tax planning in Seattle, WA.

Trust Management Services

We offer a wide range of trust management services that involve attentive supervision and careful administration of your trust assets. Our team ensures that your assets are distributed precisely according to your specifications, whether it's a revocable trust, irrevocable trust, or charitable trust. With a focus on long-term sustainability, we diligently preserve and grow your assets.

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

Our retirement planning in Seattle, WA, addresses YOUR retirement objectives. We offer guidance on a wide array of pension options, empowering you to select the one that best aligns with your retirement goals.

Navigating the complexities of social security, pension plans, and other retirement components can be daunting. However, our objective is to simplify the process, ensuring your understanding of the optimal timing to initiate benefit receipt, strategies to maximize those benefits, and the potential impact of alternative income sources on your benefits. Whether your aspirations involve worldwide travels, embarking on new ventures, or cherishing a peaceful lifestyle at home, we at Stolz & Associates, P.S. are wholly committed to assisting you in establishing realistic retirement goals and crafting effective plans to achieve them.

Social Security Planning in Seattle, WA

Begin your journey towards a secure retirement with confidence. At Stolz & Associates, P.S., we offer Social Security planning services in Seattle, WA. Our professional advisors are known for their experience, reliability, and personalized approach. We understand the intricacies of retirement planning and will guide you every step of the way. We will tailor a plan to your unique circumstances, ensuring you receive the maximum benefits you have worked hard for. With Stolz & Associates, P.S., your retirement is not just a phase; it should be a planned chapter of your life. Take action now for a future filled with financial security and tranquility.

Post-Divorce Planning in Seattle, WA

The complex and emotionally demanding journey of divorce can be navigated with greater ease through the assistance of Stolz & Associates, P.S., a wealth management firm in Seattle, WA. Our dedicated post-divorce planning in Seattle, WA, is designed to facilitate the establishment of a robust financial groundwork and equip you for a prosperous future that lies ahead. With our extensive knowledge, you can proceed confidently into the next phase of your life.

Mediation, Negotiation, and Trials

Regardless of the circumstances you encounter, whether it necessitates mediation, negotiation, or even litigation, our financial professionals are equipped with the experience to guide you in navigating the process. Our ultimate objective is to pursue amicable and fair resolutions while consistently prioritizing your best interests and overall well-being.

Asset Division

Splitting assets in the event of a divorce can be tremendously complex. Here at Stolz & Associates, P.S., our aim is to empower you with the necessary insights to make well-informed decisions concerning your entitlements and the available choices. Our unwavering dedication lies in securing a fair and equitable allocation of your marital assets, encompassing properties, investments, retirement funds, and business holdings.

QDROs (Qualified Domestic Relations Orders)

When your divorce involves the division of retirement or pension plans, acquiring a Qualified Domestic Relations Order (QDRO) might be necessary. With our extensive expertise in this area, we can competently manage QDROs, ensuring precise preparation and prompt processing to protect your entitlement to these funds.

Contact Stolz & Associates, P.S., and Get Guidance From Our Wealth Management Firm in Seattle, WA

If you're seeking a reliable wealth management firm in Seattle, WA, look to Stolz & Associates, P.S. We are fully committed to delivering support for managing your wealth and are the team you can rely on. What sets us apart is our unwavering dedication to understanding your specific financial needs and providing tailored proactive financial solutions. Our team of advisors offers experience, knowledge, and genuine care for tax planning, retirement planning, and cash flow planning in Seattle, WA. Take the first step today and secure your future by contacting us. Together, we can turn your aspirations into reality.


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.