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...
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...
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
