Whether you are growing your wealth, already retired or thinking about retirement, or going through other transitions such as having children or selling a business, Stapp can help. We work with you to develop a personalized investment and financial strategy to achieve your unique financial goals. Personalized strategies based on market insights and extensive research to best meet your investment objectives and protect your wealth.
Stay on a healthy financial path with dedicated, strategic advisory services that evolve to meet your needs no matter the stage of life. Greg has been helping people with their finances since 1985. He has extensive experience with income tax planning and preparation, in addition to financial planning.
Stay on a healthy financial path with dedicated, strategic advisory services that evolve to meet your needs no matter the stage of life. Greg has been helping people with their finances since 1985. He has extensive experience with income tax planning and preparation, in addition to financial planning.
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Formed in 1996, our mission is to help individuals just like you work through life's financial challenges. From retirement planning to tax strategies, we work to ensure you are on the right financial path. Our team has the expertise and adaptability to help you reach your goals and give you peace of mind so you have confidence in your financial future.
You have worked hard to accumulate wealth. The outcome of a well-executed financial plan is the longevity and ongoing growth of your wealth. You want financial security and peace of mind that your wealth is adequately protected, and that you won't have to worry about your finances regardless of what may happen.
Ongoing, in-depth research of economic and market conditions is the cornerstone of our approach to developing an investment strategy tailored to meet your specific needs. If you have $250,000 or more to invest, reach out today to schedule a consultation with Stapp Financial. Stapp Wealth Management, PLLC is a registered investment advisor in the State of Washington.
Sound financial planning serves as the foundation to your financial health and success. We help guide you on the road to wealth accumulation through a well-executed financial plan. Clear insights and analysis from people you trust to interpret your finances in a way that makes sense to you. From start-up to succession planning, our team will be there to help you make the decisions that matter.
If not properly managed, taxes can be a drag on an otherwise strong financial plan. We provide strategies on a multi-year basis to make sure your plan is as tax efficient as possible. Stapp has decades of experience developing tax saving strategies and working with income tax laws, benefitting you in the execution of your tax plan and setting us apart from other advisors.
Reviews (2)
Judah Medina
Oct 16, 2020
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Cassandra Fogel
Sep 27, 2018
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I am a former employee of Stapp Financial and had to leave the firm due to relocating to another state but while I was there, I enjoyed my time working with the team and it was an amazing experience! The firm utilized the newest technologies to assist them in providing the best experience for their clients. They find different ways to make the workplace fun while allowing you to grow your knowledge and skills. I worked very closely with clients and will miss them and the staff dearly. I would highly recommend working there, or being a client, as I know first hand just how well each and everyone
