Top Financial Advisors In Poulsbo, WA

Wealth Solutions by Design, PLLC is a financial advisory firm that has been in business for over 10 years and manages assets worth $800 million. The firm has 15 experienced advisors who offer a variety of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. They cater to individuals, families, and businesses of all sizes, and operate on a fee-based compensation structure to ensure their interests are aligned with their clients' interests. The firm was founded by a Certified Financial Planner (CFP) with 20 years of experience, and the team has a diverse background and deep understanding of wealth management. As a Registered Investment Advisor with the SEC, Wealth Solutions by Design, PLLC is held to a fiduciary standard and is legally obligated to act in the best interests of their clients at all times, providing unbiased and personalized advice.