With over 15 years of experience in the Financial Services Industry Jeanette Stofleth delivers full-service financial advice to clients in the downtown Seattle metro area and all across the country. Jeanette provides customized financial planning to individuals, corporations and non-profit organizations that fit their specific needs. Lake Washington Wealth Management Group has access to a wide range of investments, lending and insurance solutions. This allows for comprehensive financial plan review and optimization. Lake Washington Wealth Management Group strives to provide a Five Star level of service to our clients. Our goal is to help clients from all walks of life preserve their wealth while maximizing their growth potential with ongoing monitoring of current and future technical analysis in mind. A personalized and technology focused approach allows for a maximized Portfolio Management experience; where we continually focus on low-cost, tax-efficient allocations so you can keep more of what you earn. Jeanette Stofleth has achieved the Pinnacle of Corporate Retirement Plan Advisory by maintaining the C(k)P® designation.
Whether you are an individual or organization in need of a retirement plan analysis we are here to help.
Call today to schedule your introductory meeting.
(206) 883-4917
How much income can you expect each month in retirement? How much can I afford to save each month? Am I “on track” to achieve my financial goals? Do I have the right mix of investment allocations for the current market conditions? Let us work with you to find the answers to these very important questions. Our mission is to help you achieve your financial dreams!
To find out more about our – Fee for service registered investment advisory services or to schedule your appointment.
Securities and insurance products are offered through RBC (DBA: Lake Washington Wealth Management Group, LLC), member FINRA/SIPC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • NOT FDIC INSURED • MAY LOSE VALUE • NOT FINANCIAL INSTITUTION INSURED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
PO Box 2188, Kirkland WA 98083
Securities offered through Chelsea Financial Services, a registered broker-dealer and member, FINRA. Investment Advisory Services offered through Chelsea Advisory Services, Inc., an SEC Registered Investment Advisor
Securities offered through Chelsea Financial Services, a registered broker-dealer and member, FINRA. Investment Advisory Services offered through Chelsea Advisory Services, Inc., an SEC Registered Investment Advisor Your financial professional may provide services and conduct business as Lake Washington Wealth Management Group, LLC (“Lake Washington Wealth”). However, securities are offered through Chelsea Financial Services, LLC Lake Washington is not affiliated with Chelsea Financial Services. Any content found here is for informational purposes only and is not research or a recommendation regarding any security or investment strategy. Investing involves risk and past performance is no guarantee of future results. Securities are not FDIC insured and may lose value. We do not provide legal or tax advice. Any potential tax advantages or benefits will depend on your circumstances. Consult your tax professional about your individual tax situation and visit IRS.gov to learn more.
