Your Partner in Personal Financial Planning
Through decades of advisory and portfolio management experience, we utilize some of the latest technologies to capture a real-time view of your portfolio, identify your concerns, prioritize your goals, track your performance, and make thoughtful recommendations. There are no boilerplate strategies at our firm. Because we are a boutique firm and choose our clients carefully, we take our time tailoring our recommendations to our clients.
Whether you have an existing portfolio or new assets to invest, we can help.
Providing Our Clients Peace of Mind
Providing Our Clients
Peace of Mind
We believe life is to be lived, not stressing over investments. Your vision, goals, and timelines for your life are unique. That is why we take the time to create personalized investment strategies for every client. A portfolio designed and managed to support the life you want to live.
Our Services
Private Wealth Management
Individualized solutions for families with $500,000 or more in investment assets managed by the firm.
Caring for Aging Parents
Affording the right solution for mom, dad and everyone who loves them.
The Big Reset -
Marital Events
A change in your marital status changes your financial situation.
Life Events
Planned or unplanned, big life events need a solid financial strategy.
Private Wealth Management
Many people feel that wealth equates to a worry-free life for themselves and their loved ones. People with wealth know that is not always true. We understand that wealth without planning can lead to a nest egg disappearing quickly.
Caring For Aging Parents
Caring for aging parents is something most people do not give serious thought to until circumstances require immediate action. A conversation about the need for elevated levels of care, (what will happen and how it will be paid for), can be one of the hardest conversations between parent and child.
Marital Events
The end of a marriage by divorce or death of a spouse, can be the biggest financial disruptions of your life. After losing someone your life had been intertwined with, you must sort out your finances and emerge with a plan that will allow you to thrive.
Life Events
A once in a lifetime event can require a life-long financial plan.
Life can happen to you, or you can make life happen for you. Either way, some events need a financial strategy that will help you make sense of where you are and where you go from here.
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors360, Advisors360 & Western Financial.
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
The companies listed on the website including Schwab, Interactive Brokers, Envestnet, Asset-Map, Money Guide Pro, Nitrogen, Elements, Capital Advisors360, Quantifiable Edges LLC, and Heritage Capital LLC are separate and unaffiliated firms that are not responsible for each other’s services or policies. The listed firms do not endorse or recommend any advisor, and the use of their logos does not represent the endorsement or recommendation of any advisor. The trademarks above are the property of their respective owners.