McDonald Financial Group

Comprehensive Wealth Management LLC, based in Lynnwood, WA, specializes in high-touch holistic investment planning tailored to the unique lifestyle and financial goals of each client. Their four-step planning process emphasizes goal-setting and risk management, ensuring that clients are equipped with thoughtful strategies for long-term gains. With a comprehensive suite of services that includes personal wealth management, qualified business planning, estate planning, and family stewardship, CWM is committed to supporting clients through all stages of life. The firm prides itself on cultivating lasting relationships, allowing clients to define what "living richly" means to them while working toward achieving their financial aspirations. Generated from the website

Summit Capital Advisors is a Tacoma, WA-based company that focuses on supporting businesses with their financial needs. With a commitment to optimizing client experiences, they aim to provide valuable insights and services tailored to each business's unique requirements. The company embraces modern digital practices, utilizing cookies to enhance website functionality and analyze user traffic. Summit Capital Advisors is preparing to launch new offerings to further assist their clientele in navigating the complexities of business finance. Generated from the website