Check the background of this financial professional on FINRA's BrokerCheck.
Eric Cumley, CFP®

What Makes Us Different?

1) We're independent. Big distinction here. Olympic Wealth Management is an independent registered investment advisor firm. It is 100% privately owned, and is not an extension or subsidiary of any other company. As a result, Olympic clients enjoy freedom from proprietary 'in-house' financial products, commission-based selling pressure, and unseen conflicts of interest often present with larger firms.

2) We're not a sales organization. As mentioned in the previous section on registered investment advisors, Olympic is compensated on a percentage-fee basis. This means our clients do not pay commissions on the purchase or sale of their investment securities. There are no calls each month asking clients to 'sell this and buy that,' and there are no behind-the-scenes incentives to interfere with objectivity. These distinctions have become increasingly important to investors seeking a comfortable business setting and freedom from unwanted sales pitches.

3) We're very serious about the financial well-being of our clients. We don't deal in higher risk strategies like options, penny stocks, IPOs, and the like. We don't pretend to be stock pickers, nor do we chase the latest trends. Instead, we engage reputable, third-party institutional portfolio managers to manage our clients' hard-earned assets. We also use independent third-parties for custody, portfolio accounting, billing, and performance measurement. In these ways and others, we've worked hard to create an environment where clients can feel secure about the investments they've placed under our care.

4) We value personal relationships. Increasingly, investment and banking institutions are forcing clients to interact with 800-line menu options or websites before speaking with an actual person. Olympic clients can expect a much different (and much better) experience. We're intentional about getting to know our clients not just as investors, but as real people with genuine dreams and desires. We maintain regular, non sales-related contact to keep clients informed. Whenever you call, you're greeted by friendly, hard working people who value your business and respect your time. This level of personal service is becoming less common in today's distracted, technology driven world. But it will never go out of style at Olympic.

5) We're local. Our professional offices in suburban Bothell, WA are comfortable and easy to find. Olympic clients never have to hassle with driving to a downtown high-rise, sitting in gridlock traffic, or paying for parking.  As an added convenience, we're also happy to schedule client meetings at a restaurant/coffee shop, the client's home, or even their place of work.

6) We're experienced. Since 2000, we've guided clients through some of the worst financial downturns in US economic history. We possess the strong leadership and discipline needed to get our clients through the tough times. Frankly, that's the only way to make sure they're in position to benefit when the better times return.

7) We're connected. A key advantage enjoyed by Olympic clients is gaining access to the broad range of financial experts in our professional network. These include world-class institutional money management teams, veteran tax and legal advisors, mortgage/ real estate specialists, and top-caliber insurance analysts. There are literally hundreds of the nation's best financial minds at our immediate disposal--all ready to provide their skill and expertise wherever appropriate.

Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  


 
 
 DISCLOSURE
Olympic Wealth Management LLC is registered as an investment advisor with the State of Washington and may not transact business or dispense investment advice in states where it and its representatives are not appropriately registered, excluded, or exempted from registration.

Individualized responses to inquiries/persons that involve securities transactions or personalized investment advice for compensation will not be made without registration or exemption. Information presented here is general in nature, and does not constitute investment advice or the solicitation for purchase or sale of any product or service.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, MT, OK and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.