Steve Elder, CFP®, CPWA®, CIMA®
Founder, COO, Wealth Advisor
For over 30 years, I've helped financial advisors throughout the Pacific Northwest enhance their portfolios, build their businesses, and create meaningful and lasting retirement income streams for their clients. I now take my...
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Suzan Elder, CPFA®, C(k)P®, NQPCTM
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
