Our Tradition of Family First
Includes Your Family
Wealth Management Services in Tacoma, WA
At Kimball Creek Partners, we know that true wealth is more than money, it is everything that helps you live a full and meaningful life.
The problem is, as your wealth grows so does complexity and the overwhelming feeling of confusion about your financial choices.
We understand there is risk in the pursuit of meaningful and sustainable results. This is why we follow the principles of good stewardship and the standards of fiduciary care–so you can focus on what matters most to you and your family and feel good about your wealth.
What Does True Wealth Mean to You and Your Family?
Recent Videos from Kimball Creek
Do I have to take money out of my retirement fund this year?
Do I have to take money out of my retirement fund this year?
As your financial wealth grows, complexity increases.
There are times when complexity makes it hard to see the big picture and what wealth truly means to you and your family.
Everyone has a Risk Number. Let’s find yours.
Determining how fast you’re comfortable traveling on your investment journey is the first step in helping us develop an investment strategy that’s perfect for you.
Managing Partner and Co-founder
Meet our Managing Partner and his team:
Dean S. Bennion CFP®
When Dean was 12 years old, his father loaded up the family station wagon and took him on a cross country trip that included visits to the Commodities Futures Markets in Chicago and the New York Stock Exchange. From the moment he first saw the “organized chaos” of the trading pits, Dean has been an avid student of markets and how they work.
Read about the principles and philosophies that formed Kimball Creek Partners
Serving four generations for over three decades in the essential areas of Wealth Management.
True Wealth is a Journey not a Destination
This is why we are dedicated to the pursuit of meaningful and sustainable results through the principles of good stewardship and fiduciary care.
