We are a Seattle-based financial planning and investment management firm.   Our services include:

• Comprehensive, fee-based financial planning.
• Asset and investment management.
• Retirement strategies and retirement income planning.
• Risk management and insurance (Life, Disability, Long-Term Care insurance).
• Qualified Plans
• Tax-related strategies
• Business planning (succession planning and exit strategies, executive carve-out options, buy-sell and key-man arrangements)
• Estate Planning

The Investment Advisor Representatives (IARs) use the trade name/DBA, DPA Wealth Partners. All securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.  DPA Wealth Partners 200 1st Ave. W Suite 310 Seattle, WA 98119  206-785-9330.  The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

DPA Wealth Partners

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