We’re not about short-term fads or “do-it-yourself investing”. Olympic Wealth Management is here to help you develop a well-informed, long-term investing strategy.
Not sure if you can retire and still live the lifestyle you love? We can help you make an investment plan for retirement that allows you to enjoy the freedom and contentment you deserve.
Are you a Boeing employee nearing retirement? We can craft a comprehensive retirement plan that meets (or even exceeds) your expectations.
Time and time again, our Seattle financial planners have helped high-net worth investors lower their capital gains taxes and improve their after-tax returns.
Our CERTIFIED FINANCIAL PLANNER™, Eric Cumley, has decades of experience helping established investors navigate the complexities of wealth management, investing, and retirement planning. His goal is simple – to provide expert guidance in order to help your lifelong financial dreams come true.
As a fee-only fiduciary, we receive no commission and charge no hidden fees. 100% of our compensation comes from our Olympic Advisor Fee, which we are completely transparent and upfront about.
We know that every client's financial situation is different. That's why we take the time to understand your unique goals and priorities in order to provide you with the best possible financial plan.
We know you’re serious about your money. This is why we’re serious about ensuring you know exactly where your money is going and how it’s being handled. With Olympic Wealth Management, you have the assurance of complete transparency 100% of the time.
Our fiduciary financial advisor Eric Cumley has over 20 years of experience helping clients and their families realize their investment and retirement goals. He has helped countless clients in the Seattle, Bothell, Woodinville, Kirkland, and Redmond areas.
We utilize industry-leading retirement planning software, MoneyGuide. This software allows us to calculate and project dollar-specific amounts based on the exact holdings of your current investment plan.
We know that entrusting someone with your wealth is no easy decision. This is why we are committed to our clients, striving to always respond to requests, questions, and concerns within 24 hours.
Here’s an overview of what to expect when you make the smart decision to work with our financial planning firm in Seattle:
This is when you and Eric first get to know each other. You’ll discuss your current financial situation, goals, and priorities. If you decide to move forward, you’ll submit financial documents via our online portal.
Following Eric's review of your financial documents, he'll set up a second phone call to ask questions and finalize authorization for the dollar amount of your proposed investment plan.
Eric will carefully walk you through your proposed investment plan and address any questions you have.
When you decide to invest with us, you’ll then open and fund a brokerage account with our custodian Charles Schwab & Co. Inc. This can include submitting for transfers from other financial institutions and/or requesting 401(k) rollover distributions from old retirement accounts.
After the elements of your investment plan have been purchased, you can count on Eric to be there for ongoing support and guidance.
Eric will then integrate your investment accounts with MoneyGuide, our retirement planning software.
Following this MoneyGuide integration, you’ll meet with Eric to review your proposed retirement plan.
After your retirement plan is squared away, Eric is here to discuss your investment strategy or address any questions you may have at any point in time.
Our Seattle financial planner, Eric Cumley, uses his 20+ years of wealth management experience to provide the very best results for his clients, helping them realize their short and long-term investment and retirement goals. Here are some of their stories.