Olympic Wealth Management is a privately-owned, independent Registered Investment Advisory (RIA) firm, serving affluent investors in Seattle, Bothell, Woodinville, Kirkland, Redmond, and surrounding areas. At the end of the day, our goal is to help you navigate the complex world of financial planning and safeguard your wealth for years to come.
CERTIFIED FINANCIAL PLANNER™ Eric Cumley founded Olympic in 2010 to bring clients the best of both worlds – a personalized, intimate experience typically found in smaller financial firms and access to industry connections that larger ones can provide.
We specialize in advising past and present Boeing employees and other successful corporate executives on investing, retirement planning, and everything in between. You can count on us to foster an environment of mutual trust, where your hard-earned investments are treated with the respect they deserve.
With so much at stake, trusting the right firm with your life savings is paramount. This is why we relentlessly strive to build mutual trust and form meaningful relationships from day one.
Our top priorities are remaining open and transparent in communicating with clients, ensuring they can access all the details they need to make well-informed decisions.
We don't take the privilege of working with our valued clients for granted. We promise to deliver exceptional, reliable service day in and day out.
At Olympic Wealth Management, we maintain two valued partnerships. Most RIA firms use institutional custodians to hold and safeguard their client’s investment securities. At Olympic, we partner with Charles Schwab & Co, Inc. for custody services.
A second strategic partnership exists between us and Envestnet Asset Management (also known as Olympic’s ‘Platform Manager.’) Envestnet provides Olympic with access to top-tier investments and portfolio managers. Additionally, Envestnet performs our firm’s quarterly billing functions and also generates quarterly performance reporting that is accessible to our clients through a secure, dedicated online portal.
Our exemplary reputation among Seattle investors and retirees is based upon several factors, including:
Since we are a fee-based fiduciary, we do not try to sell or recommend investment products to line our own pockets. We do not receive any commission on the purchase or sale of investment securities, so you can rest assured that all our financial guidance is borne out of serving your best interests. In fact, we are legally obligated by law to make decisions solely based on what is best for investors like you.
We’re not a large corporation that never gets to know or meets our clients face to face. We are a local investment advisory firm that goes the extra mile to deliver personable customer service and form lasting relationships.
Our investment advisory firm office is located in suburban Bothell, 30 minutes NE of Seattle. We are proud to be a part of the local Eastside of Seattle community, helping our friends, family, neighbors, and long-term clients succeed. Best of all, you don’t have to worry about bumper-to-bumper traffic or paying for parking when you give us a visit.
Our CFP®, Eric Cumley, uses his 20+ years of financial experience to provide clients with all the information and knowledge they need to make informed decisions. Thanks to his vast expertise, you can take the guesswork out of investing and financial planning.
At Olympic Wealth Management, we don’t deal in higher-risk strategies like options, futures, penny stocks, and IPOs. We don’t pretend to be stock pickers or chase the latest trends. Instead, we engage reputable, third-party institutional portfolio managers to manage our client’s assets.