Kitashima Wealth Advisors

(206) 919-8365
cheryl@kitashimawealthadvisors.com

Over the years, we have found that our team approach can be an effective method of helping clients with a wide variety of needs as they maneuver through sometimes complex financial decisions.

We invite you to discover and experience the power of our services. We believe our team approach offers far-reaching benefits for our clients by presenting opinions and advice to them from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.  We take a proactive approach to helping you develop a strategy that we feel best addresses your financial goals and objectives, using the most efficient methods available.  Our mission and philosophy are based on strong financial-planning principles, and custom-tailored to fit your needs and desires.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those challenges as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please fill out and submit the Have a Question? form on the right side of the page, or call our office. We look forward to hearing from you and speaking with you.