Wealth Management

True wealth management is a process, not an event. Achieving what matters most to you and your family requires a well-defined course of action and precise follow-through. 

We start by obtaining a clear understanding of your goals, priorities and values. As our client, you will find that we listen—really listen—to what you tell us, starting with our first meeting and continuing on an ongoing basis, through regularly scheduled contacts and meaningful conversations.

We take great pride in our ability to bring together all aspects of your financial life into a cohesive plan focused entirely on achieving the successful realization of your life’s vision.

We will work closely with you to address all your needs, including retirement planning, estate planning, investment planning, liability management, saving for education, risk management/insurance planning, tax minimization strategies and assistance with routine financial matters.

Cash Flow Strategy

Strategic consideration of cash flow objectives and needs, along with deliberate cash flow management is essential to the success of your financial plan.  We focus on analyzing Social Security and pension benefits, future earned income, how to protect future income, and income tax planning.

Savings Strategy

Everyone knows how important it is to save, but we help you understand, and implement, a strategy for ensuring that plans and accounts are appropriately funded. We address your future needs and develop a roadmap for how to maximize savings to 401(k)s, IRAs, deferred compensation plans, educational accounts and investment accounts to ensure that those future needs are met.

Liability (debt) Management

Liability management is an important part of any plan. Whether you are building wealth or are ready for retirement, liability management plays an important role in helping you reach your financial goals.

While debt is an effective planning tool when used properly, it can be tremendously destructive to building wealth if used incorrectly. We will help you pay attention to both sides of the balance sheet.

Risk Management

When you step back to take a look at your financial life, ensuring the financial wellbeing of those you love most is almost certainly among your top priorities. We will help you answer such questions as:

  • Do you have an appropriate amount of life insurance?
  • Do you have a plan to address your long-term care needs?
  • Do you have a plan to address your income needs should you become disabled?
  • Are your business interests adequately covered?

As your life changes, so will your insurance needs. The size of your company, your personal income and individual circumstances can all affect the amount of insurance necessary to protect you, your family and your business. We can examine your current policies to determine if they appropriately meet your needs and make recommendations as necessary.

Estate Planning

When you have spent a lifetime building wealth, or perhaps a family-owned business, you want to be sure that you’ll be able to leave a legacy for others, whether for family or to achieve your philanthropic goals – or both. An estate planning team can help you refine your vision and craft a plan to achieve it.

We have found that bringing together a team of independent experts in tax, trust services and estate planning is a remarkably effective approach to help you articulate your goals and develop a comprehensive estate strategy.  Such a strategy is one that minimizes taxes and inconvenience for family and is built around your values and goals.

Tax Strategy

Tax planning is an essential component of competent wealth management. Managing your tax exposure is one of the most immediate and effective methods of making your money work for you. You may be able to pay less in tax by setting up a different kind of retirement plan, refinancing your mortgage, setting-up a charitable fund, adjusting your investment portfolio, or gifting a highly appreciated asset.

At Stordahl Capital Management, we partner with our clients’ independent tax advisors to provide meaningful, timely, and actionable information to minimize your taxes and ensure that your tax preparation is as organized and simple as possible. In fact, some of our greatest advocates are our clients’ attorneys and Certified Professional Accountants (CPAs), because we work so well within a team model. While it’s gratifying to gain referrals through these collaborative relationships, the true beneficiary is you, our client.

Go to the Investment Management page to learn more about what we do.