Tompkins Wealth Management provides financial planning and wealth management services to individual and small business clients. I focus on helping you reach your financial goals so you can devote more time to your work, your family and your personal interests. Email or call to schedule a consultation.
I look forward to working with you. Since 2005 we have provided financial advice, asset management and insurance services to a broad range of clients. We serve our clients from offices in Seattle, WA and Bend, OR. We provide financial planning and asset management services to both individual and small business clients.
I look forward to working with you. Since 2005 we have provided financial advice, asset management and insurance services to a broad range of clients. We serve our clients from offices in Seattle, WA and Bend, OR. We provide financial planning and asset management services to both individual and small business clients.
Services
My passion is working with clients over long periods of time to help them reach their retirement goals. Whether saving for retirement, generating income during retirement or planning for the transfer of wealth to the next generation, we have the skills and resources to help you succeed. I have more than twenty years of experience serving clients as a financial advisor.
Since 2005 we have provided wealth management and planning services to individual and small business clients. We start with a complimentary meeting to determine if our services meet your needs and then look more closely at risk tolerance, investments, Social Security benefits, and estate planning to fully understand your situation.
We have experience with mission aligned investing including the 401k marketplace. Socially Responsible Investing (SRI), also known as sustainable investing, is an investment strategy which seeks to pursue growth and income objectives while supporting social good. In general, socially responsible investors favor corporate best practices that promote environmental stewardship, consumer protection, human rights and diversity.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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