INVESTED IN YOUR SUCCESS
Talking about finances can be uncomfortable. We will work with you to make the conversation easy, comfortable, and, in the end, rewarding.
OUR APPROACH
Our clients are our focus. We strive to understand your short-term and long-term plans, and explore ways to best help you work towards your goals. Having a strong financial and investment plan is key to your success.
We believe an integrated team approach is the best way to help pursue all your financial needs. Since we follow a fiduciary standard or care in advisory relationships, we always act in your best interest. Our priority is you. We strive to uphold the highest standards when working with you and your investments. In the end, you should be able to pursue your goals and dreams with confidence and leave it to us to manage the ever-changing financial landscape.
Personal FINANCIAL PLANNING
Financial Plans are not only about the numbers; they reflect your values and vision. Our process helps ensure that you feel confident, empowered, and properly aligned with what is important to you.
Our Comprehensive Financial Planning Services include:
| Our Planning Process: | Areas of Financial Planning Include: | |
| • Discover Circumstances and Goals • Analyze Goals vs. Resources • Provide Our Recommendations • Agree on Your Path • Implement the Plan • Monitor the Plan and Adjust Over Time |
• Fundamentals (Budgeting and Goals) • Risk Management (Insurance) • Retirement and Social Security • Investment Planning • Income Tax Planning • Estate and Legacy Planning |
Personal FINANCIAL PLANNING
Financial Plans are not only about the numbers; they reflect your values and vision. Our process helps ensure that you feel confident, empowered, and properly aligned with what is important to you.
Our Comprehensive Financial Planning Services include:
Our Planning Process:
• Discover Circumstances and Goals
• Analyze Goals vs. Resources
• Provide Our Recommendations
• Agree on Your Path
• Implement the Plan
• Monitor the Plan and Adjust Over Time
Areas of Financial Planning Include:
• Fundamentals (Budgeting and Goals)
• Risk Management (Insurance)
• Retirement and Social Security
• Investment Planning
• Income Tax Planning
• Estate and Legacy Planning
INVESTMENT MANAGEMENT
Managing investments is more than simply watching the markets on a day-to-day basis. Our team will implement management strategies appropriate to you, including:
| • A Fiduciary Approach • Risk Tolerance Analysis • Time Horizon Outlook • Goals and Asset Allocation • Investment Selection |
• Ongoing Research • Portfolio Reviews • Rebalancing • Tax Harvesting • Collateral Lending Options |
INVESTMENT MANAGEMENT
Managing investments is more than simply watching the markets on a day-to-day basis. Our team will implement management strategies appropriate to you, including:
• A Fiduciary Approach
• Risk Tolerance Analysis
• Time Horizon Outlook
• Goals and Asset Allocation
• Investment Selection
• Ongoing Research
• Portfolio Reviews
• Rebalancing
• Tax Harvesting
• Collateral Lending Options
Meet Matt Lazaras, CFP®
Wealth Advisor
Matt has been a licensed advisor since 2015 and has his CERTIFIED FINANCIAL PLANNER™ Certification (CFP®). He is passionate about the financial planning process, investment management, and developing genuine, meaningful relationships with his clients.
He graduated from Salve Regina University in Newport, RI with a Bachelor of Science in Economics and a Bachelor of Science in Business Administration. He holds his FINRA Series 7 registration with LPL Financial and FINRA Series 66 registration with Financial Advocates Investment Management and LPL Financial.
Originally from the Northeast, Matt moved to Olympia, WA in 2018. In his free time, Matt is a scratch golfer and he enjoys traveling and trying unique cuisine.
Meet Gary Campbell, AIF®
Wealth Advisor
Gary brings over 35 years’ worth of licensed advisor experience to the team. He brings wisdom to bear, repeatedly demonstrating a comprehensive point of view, and validating the adage of there being no replacement for experience. Gary earned his Bachelor of Arts degree from the University of Washington and is an Accredited Investment Fiduciary (AIF®), Board Certified in annuities.
Gary and his wife, Tina reside in Olympia, WA with their two sons. Gary and his family enjoy outdoor sports, such as golf, boating and tennis. He has served on local boards, including the Thurston County Food Bank Board of Managers for 15 years, and continues to support its mission, to eliminate hunger in the community.