For People Over 40
Fiduciary Wealth Management in Tacoma, WA
We will help you:
If you have 2 minutes and 59 seconds, get to know us by watching this video.
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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.
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What Does True Wealth Mean 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.