Welcome to State and Shore Wealth Planning, your trusted partner for comprehensive financial planning services in the DuPont, WA area. Our dedicated team of financial advisors follow a fiduciary standard throughout the financial planning engagement and will help you achieve your long-term goals.

Retirement Planning DuPont

Retirement planning is a crucial step toward securing your financial future. Our team in DuPont, WA takes a personalized approach to retirement strategies, aligning them with your aspirations and lifestyle. We want you to retire in style and enjoy your golden years.

Estate Planning Washington

Estate planning is essential for preserving wealth and assets for future generations. Our tailored estate plans minimize tax implications and ensure your wishes are carried out according to your desires.

401k Rollovers

A 401(k) rollover offers numerous benefits, including consolidation of retirement savings, expanded investment options, and potential fee reduction. Our financial advisors in DuPont, WA guide you through the entire rollover process and will help you to make the best and most informed decisions about your retirement funds. 

Portfolio Management

Portfolio management is about implementing strategies to optimize investments and achieve your financial goals. Our approach includes diversification and risk management to help you attain long-term growth.

Tax-Efficient Strategies

Tax-efficient planning minimizes tax burdens and unnecessary loss, allowing you to retain more earnings for wealth accumulation. Our expertise lies in crafting strategies that align with legal guidelines while reducing tax liabilities.

Risk Assessment and Insurance

Safeguarding against unexpected events is vital. Our team evaluates your risk tolerance and recommends appropriate insurance coverage to make sure your loved ones will be taken care of. That means peace of mind, and you can’t put a price tag on that. 

Education Funding

Don’t let a lack of financial planning sneak up on you and prevent your child from attending college. We assist you in selecting the right education funding options, such as 529 plans. With expert help from State & Shore Wealth Planning, you can confidently plan for your children's future.

Personalized Approach: We strongly believe in tailoring financial plans to your individual needs and aspirations, regardless of your stage in life.

Expertise: Our team has extensive experience in the financial industry and stays up-to-date with all qualifications and certifications to provide you with the best financial information available.

Local Knowledge: Our understanding of the local market in DuPont, WA, as well as surrounding areas like Seattle and Tacoma, enables us to help you grow your portfolio in a way that best suits your needs.

Holistic Planning: We cover all aspects of your financial life to ensure you are always informed and able to make the best decisions possible. Wealth accumulation and preservation are our primary focus.

Long-Term Partnership: We are committed to building lasting relationships with every one of our clients so we can be there to help as circumstances evolve and strategies need to adapt.

Whether you need a few or all of our suite of financial services, we are here to help you achieve your financial goals. So are you ready to take your first step toward financial freedom? Reach out today and schedule a complimentary consultation. We can’t wait to get to know you!

Lake Oswego Office
8 North State Street Suite 300
Lake Oswego, OR 97034
Phone: (253) 313-1992
Email: dustin.marlett@raymondjames.com

DuPont Office
1100 Station Drive Suite 161
DuPont, WA 98327
Phone: 253-964-9118

Please note that we also serve the Seattle, WA area. Contact us today for expert financial advice in your local area.