We know that when it comes to investing, there is power in being able to see the big picture, which is why Peterson Sullivan Wealth Advisory believes in taking a holistic approach to your finances.
We offer insight with both an investment advisor and a CPA in the same room, at the same time. This dynamic relationship means we can develop the best strategy so that you can reach your financial goals faster. We have vetted the most trusted money management firms in the Puget Sound, so you can be sure your financial future is examined from every aspect.
We know the importance of being well-rounded, which is why you are served by a Peterson Sullivan partner who is also a certified financial advisor. With a focus on high-net-worth individuals, we can help you reach your goals and objectives related to:
- Tax Planning
- Estate Planning
- Business Valuation
- Retirement planning
- College funding
- Cash flow analysis and budgeting
- Insurance analysis
- Investment analysis
- Stock option planning
PS Wealth Advisors, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.