Thank you to everyone who participated in our Inaugural Tacoma Business Golf Cup Invitational! Click the image below to view photos from the event taken by  Noah Carr.

Cyber threats are evolving quickly, putting your data at risk. Join us to learn about the latest cybersecurity trends and practical strategies to protect yourself. This seminar, available on Zoom and in-person, will provide essential tools for staying safe online.

If you missed our most recent Wisdom and Wealth Educational Webinar on July 31st you can watch the video below.  This series is featuring Amanda Nathan, Partner at Gordon Thomas and Honeywell LLP, discussing estate planning for high-net-worth individuals and couples.    

In recent years, donor-advised funds (DAFs) have emerged as a versatile and impactful tool in philanthropy, offering individuals and families a structured approach to charitable giving while maximizing tax advantages and flexibility. Whether you’re a seasoned philanthropist or new to charitable giving, understanding how DAFs work and their benefits can significantly enhance your ability to […]

Saving for education is a cornerstone of financial planning for many families. One popular tool for this purpose is the 529 plan, a tax-advantaged investment account designed specifically to help pay for qualified educational expenses. In the past several years, new legislation has provided several updates that expand the flexibility of 529 plans. One such […]