Olympic Wealth Management

Olympic Wealth Management is a Seattle-based investment advisory firm dedicated to empowering affluent investors to navigate the complexities of wealth management, investing, and retirement planning. With a team of experienced professionals and a commitment to transparency and trust, we provide personalized financial solutions tailored to each client's unique needs and goals.

Investment Planning

• Development of a comprehensive investment plan aligned with your financial goals and risk tolerance.
• Portfolio management and execution.
• Regular reviews and rebalancing to ensure portfolio alignment.

Retirement Planning

• Comprehensive analysis of your retirement savings and investment options.
• Personalized retirement plans tailored to your income, expenses, and planning horizon.
• Guidance on maximizing retirement contributions and withdrawals.

Retirement for Boeing Employees

• Customized retirement plans designed specifically for Boeing employees.
• Expertise in navigating complex Boeing retirement plans and maximizing your benefits.

Tax Planning

• Strategies to reduce capital gains taxes and improve your after-tax returns.
• Compliance with tax regulations and optimization of your tax situation.

Our Team

Our team is led by Eric Cumley, a CERTIFIED FINANCIAL PLANNER with over 20 years of experience in wealth management, investing, and retirement planning. We also have a team of experienced investment professionals who work together to provide our clients with comprehensive and personalized financial guidance.

Why Choose Us

• Fee-only fiduciary model with complete transparency.
• Personalized investment strategies tailored to your goals.
• Comprehensive transparency of all fees and charges.
• Decades of experience serving clients in the Seattle area.
• Industry-leading retirement planning software for accurate projections.

Our Commitment

At Olympic Wealth Management, we are committed to providing our clients with:

• Personalized and responsive service.
• Open and honest communication.
• Comprehensive financial planning tailored to your unique needs.