Our Team Dedicated to Your Financial Organization
The CFP® Team at Washington Wealth Advisors
Washington Wealth Advisors is a team of dedicated professionals passionate about client service and keeping our clients on track towards achieving their financial goals.
Robert, Nina, and Emily make up our centralized client service team who work with our advisors delivering on our commitments to you. You'll encounter our team members throughout your engagement with our firm.
From onboarding as a new client and setting up your accounts, to managing whatever you may need with our custodian Fidelity®, to scheduling your review meetings with your CFP® and working with you on action items requiring your attention, and everything else in between, we are with you every step of the way.
You can feel confident that your best interests are at the forefront of all that we do. Our goal is to keep things simple - supporting your financial organization and peace of mind.
We look forward to working with you!
Important WASHINGTON WEALTH ADVISORS DISCLOSURES Information
Washington Wealth Advisors is a fee-only registered investment advisory firm serving busy families, executives, women building wealth, and small business owners. We provide Wealth Advisory Services—financial planning coupled with asset management—guided by a personalized investment strategy based on each client’s unique goals. Our fiduciary approach, independent advice, and proactive investment management help to support our clients’ overall financial peace of mind.