What's New

Happy Holidays - we are off for the holiday season but will be back in 2015. Stay tuned for dates and times!
SoundMark

Soundmark Wealth Management, LLC provides wealth management services to its clients through integration of a diversified 'passive asset class' philosophy using primarily institutional class index funds.

Coffeehouse Portfolios

This has been the traditional Coffeehouse portfolio I presented during my eight years writing a column for The King County Journal.

Remember, this isn’t necessarily the best portfolio for you!

That can only be determined after you have created a financial plan that reveals the amount of risk you are able and need to take to reach your financial goals.