Seattle Investment Planning

At Olympic Wealth Management, we take the time to understand your values and priorities in order to create a customized investment plan that not only supports you today, but also tomorrow, and well into the future. Contact us today to learn more about how you can get started with investment planning in Seattle.

Seattle Financial Planning and Wealth Management

Looking to manage and invest your wealth, but your money is scattered all over the place? From 401Ks and investments to CDs and brokerage accounts, you may need help knowing where to begin- or, with your busy career, you simply may not have the time. That’s where Olympic Wealth Management comes in. Our experienced Seattle financial planner Eric Cumley, CFP®, is here to handle the complexities of investment planning and management for you. With 20+ years of experience in investment planning, Eric can help you consolidate your wealth and create a solid investment plan.

Seattle Investment Planning: What to Expect

Before you start investment planning, think about your goals for doing so. Maybe your top priority is planning your retirement income. Maybe, you need to consolidate your various buckets of wealth. Or, you might simply want a trustworthy financial advisor to take the complexities of long-term investing off of your plate. Whatever your reasoning, goals, or objectives are for investing and managing your wealth – Olympic is here to be of service. 

With our wealth management and investment expertise, we can help you:

  • Create a broader, better-diversified range of investment opportunities
  • Control risks that jeopardize financial security
  • Remove fear and euphoria from investor decision-making
  • Improve tax control where applicable
  • Remove stress/uncertainty from the investment planning process

Once you’ve become interested in working with Olympic, your Seattle financial advisor Eric Cumley, CFP® will get to know critical information about your spending goals, views on inflation/volatility, and other financial preferences. He then uses this data to generate a written investment proposal containing:

  • Specific details on the recommended investment(s)

  • Reasons why those investments are believed to be appropriate, and

  • Complete pricing information expressed both as a percentage and estimated dollar amount, is summarized on a single easy-to-read page.

Upon approval of your proposed investment plan, you’ll sign account opening documents and fund your investment accounts with our custodian, Charles Schwab & Co. Inc. We access all of our portfolios through our platform manager, Envestnet Asset Management.

Watch to learn more about investment planning with Olympic

Our Two-Phase Financial Planning Process

At Olympic Wealth Management, we have a simple two-phase financial planning process. Phase 1 is Investment Planning, and Phase 2 is Retirement Planning. Here is how we serve you throughout the Phase 1 process:

Phase 1: Investment Planning

Step 1: Initial Phone Consultation

To begin investment planning, simply reach out to us to schedule an initial phone consultation. This is when you’ll speak with our Seattle financial advisor, Eric Cumley, CFP®, to discuss your financial goals and current financial situation. Following your discussion with Eric, he’ll ask you to submit various financial documents through our secure portal.

Step 2: Second Phone Consultation

After Eric reviews your financial documents, he’ll schedule a follow-up phone call. He’ll ask any unanswered questions and request authorization for the dollar amount shown in his proposal.

Step 3: In-Person Investment Proposal

This is when you’ll come to our comfortable Bothell office to meet with Eric about your investing strategy. During this time, he’ll go over your proposed investment plan in great detail and answer any questions you may have.

Step 4: Fund Investments

When you decide to move forward with your investment plan, the next step is to sign account opening documents and fund the designated investment accounts with our custodian, Charles Schwab & Co. Inc.

Step 5: Manage Investment Portfolio

Last but not least, Eric will supervise the management of your investment portfolio on your behalf. If you are ready to start planning for retirement, you can now enter into phase two of our process, retirement planning.

Why Choose Us as Your Seattle Financial Planner


We build open, communicative, and transparent relationships with our clients to ensure they are equipped with all the necessary information to make informed choices.

Responsive Service

To ensure our clients receive the support they need, we offer incredibly responsive service - typically returning client requests within 24 hours or less.

Impartial Advice

As a fee-based investment advisor, you can be sure that our advice is entirely impartial. We do not earn any commission from the sale of ANY investment products.

Frequently Asked Questions about Investment Planning

In simple terms, a fiduciary is someone responsible for looking after the assets of another person on that person’s behalf. It is a fiduciaries legal duty to act in the best financial interests of whomever’s money they are managing. At Olympic Wealth Management, Eric Cumley, CFP®, holds the role of fiduciary.

A fiduciary financial advisor is someone who manages client investments and is legally obligated to act in the client’s best interests. Our fiduciary financial advisor, Eric Cumley, CFP® has a legal duty to place the interests of Olympic’s clients above his own at all times. This results in Olympic clients receiving unbiased advice, complete fee transparency, and protection from unwanted conflicts of interest.

Investment planning is a strategic approach to allocating monetary resources into various investment vehicles according to one’s individual financial priorities, risk tolerance, diversification requirements, and desired timeline.

Investment management is the process of managing one’s investment portfolio to achieve specific financial goals and objectives. Investment management typically involves creating an investment strategy, allocating investments, monitoring those investments over time, and adjusting the investment strategy according to personal or market changes.

Yes, because of our institutional approach to investment planning, we require you to have $1 million or more in savings and investments in order to work with our firm.

When meeting with a financial advisor for the first time, it is helpful to come prepared with a list of questions. Questions to ask a financial advisor in Seattle can include but are not limited to the following:

  • What is your professional background and level of experience?
  • What is your investment philosophy?
  • What is your fee structure?
  • Who is your ideal client?
  • Can you provide past references or client success stories?

Ready to Take Better Control of Your Wealth?

Contact Your Seattle Financial Advisor Today!