If you're a serious-minded investor-one who wisely avoids the risk of 'do it yourself' investing and retirement planning-you've come to the right place. As you navigate the site, we're confident you'll discover that Olympic is an excellent fit for many successful investors. Eric began his career as a professional wealth manager in early 2000.
Over the years, he has successfully guided clients and their families through a variety of different market environments-some of which have been the most challenging ever faced by the US economy. Phone Consultation #1-This initial no-cost phone conference is intended for Eric and prospective clients to exchange information in determining whether or not Olympic Wealth Management could be a good fit.
Over the years, he has successfully guided clients and their families through a variety of different market environments-some of which have been the most challenging ever faced by the US economy. Phone Consultation #1-This initial no-cost phone conference is intended for Eric and prospective clients to exchange information in determining whether or not Olympic Wealth Management could be a good fit.
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It was founded by Eric Cumley, CFP who had worked with a large national brokerage firm for the previous ten years. In leaving that firm, Eric was also able to leave behind the conflicts of interest which tend to be prevalent in large firm environments. Olympic is known as an independent Registered Investment Advisory (RIA) firm, federally registered with the Securities and Exchange Commission.
Eric began his career as a professional wealth manager in early 2000. Over the years, he has successfully guided clients and their families through a variety of different market environments-some of which have been the most challenging ever faced by the US economy. Because the world of finance is so complex, Eric approaches his work carefully.
No cost, no pressure, and no obligation. Because of our institutional approach to investment planning, Olympic Wealth Management is best suited to clients with $1 million or more of savings and investments. Your interest is sincerely appreciated; if/when your financial situation changes, we hope you'll keep us in mind.
Investment Planning is the first phase of Olympic Wealth Management's two-phase planning process. At Olympic, we believe that delegating portfolio management to a team of experienced specialists is worthwhile and effective. Once you've become interested in working with Olympic, key information is obtained about your spending goals, views on inflation/volatility, and other preferences.
Most established investors accept the reality that paying higher taxes is a price of success. But there's no sense in paying more than necessary. This control is mainly achieved through an active, ongoing process of loss harvesting, gain/loss matching, and deferral of short-term gains that cannot be offset.
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