Through our affiliation with Commonwealth Financial Network, our broker-dealer and RIA, we provide client centered guidance, helping you build a financial blueprint that is consistent with your hopes, dreams, and deepest desires. We help you manage your wealth (i.e., time, resources, gifts, talents, and money) effectively in order to achieve and fulfill your life's purpose.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, IN, MT, OH, OR and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, IN, MT, OH, OR and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Services
Sean had the privilege of growing in up in Leavenworth, WA, working on his family's apple and pear orchard. He began his financial planning career in 1989, the same year he and his wife, Reggie, were married. Having raised all three of their children in the Leavenworth area, Sean and Reggie are delighted to now call Wenatchee home.
Financial planning is the process of pursuing your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child's education, and/or planning for retirement. The financial planning process takes a long-term look at your present situation relative to where you want to be in the future, and determines what you must do to reach your goals.
Investment Management is the design, implementation, and on-going management of your investment portfolio(s), on a discretionary basis. In a discretionary investment management arrangement, you delegate the ongoing monitoring and management of your investment portfolio(s) to us, through Commonwealth's Preferred Portfolio Services (PPS) investment platform.
This is our most comprehensive engagement. Wealth Management is the union of ongoing Financial Planning and Investment Management, coordinated with your other outside advisers. Working as your financial "coach", we oversee the multidimensional aspects of your family's financial affairs. The Wealth Management engagement requires that we have custody of and provide Investment Management for a minimum of $1,000,000 of investable assets.
Share our vision that there is much more to life than money. They are individuals and businesses, teachers and doctors, widows and farmers. They are from diverse backgrounds and all walks of life, but they share a common desire: to be good stewards of their wealth.
Desiring a long-term relationship with a trusted advisor, our clients are highly motivated to work with Sean Gross, a CERTIFIED FINANCIAL PLANNER practitioner, rather than a sales representative.
Desiring a long-term relationship with a trusted advisor, our clients are highly motivated to work with Sean Gross, a CERTIFIED FINANCIAL PLANNER practitioner, rather than a sales representative.
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