We take pride in developing long-lasting, meaningful client relationships. Our personal service and close working relationships serve as the cornerstone of our practice.
We recognize that financial planning is a long-term process that requires us to get to know you.
Ann ensures our clients receive timely and personal service at all stages of their financial lifecycle. She uses the latest technology to track...
As a Financial Advisor for Washington Wealth Advisors, Jane provides state-of-the-art financial planning services to WWA’s Annual Financial...
Alexandra (Alex) Devereaux joined Washington Wealth Advisors as a Client Relationship Coordinator, supporting Maura’s clients. In her role,...
As Director of Client Engagement for Washington Wealth Advisors, Suzanne collaborates with managing partners to develop a wide range of client...
We welcome May 29th as a day to recognize the popular and powerful 529 Plan as a tool in your education savings toolbox. It's named for Section 529 of the Internal Revenue Code which establishes one of the best ways for you to save for your family's education needs.
By Maura C. Schauss, CFP® and Todd Youngdahl, CFP®
Have you found yourself unsure of your financial situation in the past few weeks? For many people, that answer is a resounding yes. In seasons like this, it is abundantly clear that we all need someone in our corner who is helping us navigate the unknown in areas where we lack expertise.
Just like we all are realizing that virtual opportunities are beneficial, they are not always as effective as human interactions. The same can apply if you are using a robo-advisor or trying to manage your financial situation by yourself.
Consider the following 3 benefits for you and your family when you have someone you trust, who holds a holistic view of your financial situation, and who can tailor a financial plan specifically for your lifestyle and goals.
By Todd I. Youngdahl, CFP® and Maura C. Schauss, CFP®
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