Sophisticated Wealth Management for everyday people. You don’t need to be mega rich to have personalized wealth management. If you have $250,000 or more to invest, talk to us!
Stapp Wealth Management, PLLC is an SEC registered investment advisor located in Olympia, Washington. Stapp Wealth Management, PLLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.
Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Stapp Wealth Management, PLLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.