Due to the health concerns surrounding COVID-19 (Coronavirus), we at Stapp Financial are sensitive to the risks and are taking necessary precautions to protect our clients and staff. We request that you upload all your tax documents to our office through the secure Client Portal. Alternatively, you can mail your documents to the following address:
PO Box 11567
Olympia, WA 98508
Once your return is complete, we will contact you for a brief video or conference call meeting.
If you need assistance uploading documents, please contact Becky at firstname.lastname@example.org.
We greatly appreciate your cooperation.
The Stapp Financial Team
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.