Wealth Management
By asking the right questions, listening carefully, and applying rigorous analysis, we bring together all elements of your financial life into a cohesive plan. It’s the only way to do it.
We encourage you to
Tell us your story
We will listen closely and help create the life you have imagined
Our planning process will help you
Feel Confident in Your Financial Life
As your entire plan addresses what matters most to you
You can be sure that
You Will Come First
And we will always be watching out for your best interest
Welcome
Welcome to Stordahl Capital Management. We are independent wealth managers, committed to the fiduciary standard of putting your interests first. We will help you live the very best life today, while making sure that future goals, dreams, and responsibilities are planned and provided for. We look at where you are, then chart a roadmap for your future success. Along the way we seek to protect you from financial risks, manage your investments, shepherd you though troubling times, and provide advice that touches every part of your life.
Tell us your story and we’ll help you build a plan to achieve your dreams.
Services
Investment Philosophy
Using Modern Portfolio Theory, we create broadly diversified portfolios designed to minimize risk and maximize after-tax returns. We use this approach because it works.
Fiduciary Standard
Quite simply, serving as your fiduciary means that we will always put your best interests first. When it comes to your financial life, it should never be done any other way.
Memberships and Alliances
