We take pride in developing long-lasting, meaningful client relationships. We believe that our personal service and close working relationships serve as the cornerstone of our practice.
Our approach to investing is based upon fiduciary standards, with your best interests at its core.
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...
Nina welcomes the opportunity to focus her efforts as Client Operations Coordinator on both client service and operations related to ensure an...
by Washington Wealth Advisors
Our team has a passion for our client's financial independence.
Sometimes referred to as the "new retirement," financial independence is the peace of mind that comes with knowing you have the freedom to leave your career or job as the portfolio you’ve created can replace your paycheck.
By Todd I. Youngdahl, CFP® and Maura C. Schauss, CFP®
How’s your 2020 going so far? Unsettling? Unexpected? You’re not alone. The world as we know it has been turned upside down by five letters and a number: COVID-19. While the coronavirus pandemic is at its core a health issue, the downstream effects of it on other aspects of our society have been significant, perhaps the greatest being economic. As we reach the mid-year point of 2020, let’s take a look at what is going on in the economy, most of which can trace its roots back to COVID-19.
From Your Washington Wealth Advisors Team
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