Broker Check


Steve Elder

CPWA®, CIMA®, CRC®, Wealth Advisor


For 29 years, Steve has been helping financial advisors throughout the Pacific Northwest enhance their portfolios, build their businesses, and create meaningful and lasting retirement income streams for their clients. He is excited to...

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Suzan Elder

CPFA, C(k)P®, Founder, CIO, Wealth Advisor


Suzan is positive, yet discerning in her approach. She believes that we all need a living masterplan. Lives transition and change, therefore the plan should too. The masterplan should represent the client's values and address future...

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Seattle Office

450 Alaskan Way S. Suite 200

Seattle, WA 98104

Phone: 206-225-6848

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Seattle Washington

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