Why... Choose Us

• We are experienced.  For more than 30 years, we have provided trusted financial advice and solutions to individuals and families throughout the Pacific Northwest.  Perhaps more importantly, we are deeply committed to continuing education so we can stay relevant and on top of the ever-changing landscape of the financial planning and retirement world. 

• We are creative thinkers and planners.  Everyone has certain gifts.  Cheryl and Greg have both been blessed with the unique ability to see what your ‘blank canvas’ will look like when finished.  More importantly they know how to use the tools in their toolbox to ‘paint’ the financial and retirement picture that is right for you.

• We are “True Trusted Advisors.” We embrace the ethics and culture of a True Trusted Advisor.  

Our Philosophy

“I have a love for the arts, and over the years I have come to realize that there are many similarities between the creativity & passion of the arts, and wealth & retirement planning.  I would like to share a brief story with you about what I mean by this, and why it is so important to have professional, independent help when planning your financial future.  

I once saw a peach color that I wanted to incorporate into one of my paintings, but I did not know, and couldn’t seem to figure out, how to create it.  I took my “work-in-progress” to a professional artist who was more experienced than I was, and her primary business was being an artist. She showed me how to blend in a gray color to balance just the right mix and proportions in order to achieve the outcome I desired. 

This is precisely what our approach is to financial and retirement planning.  We have more than 30 years of experience, and financial planning is our primary business; however, much more importantly, we know how to blend the right mix and proportions of strategies and diversified asset classes to help you get the outcomes you desire.  

Many financial planners have similar “toolboxes,” but do they have the knowledge and experience to know how to create the right blend to get you where you want to go?   At Kitashima Wealth Advisors, you are with professionals that have all of the right tools, and more importantly know how to use them.”

Cheryl Kitashima