Mirus Planning

Balcom Investments is a dedicated independent boutique firm offering personal comprehensive investment management strategies for each client. We create custom and innovative strategies to address your changing needs, coupled with in-depth knowledge and commitment from our team of specialists. We know that pursuing your financial goals starts with a plan. Balcom Investments was founded on traditional values; hard work, loyalty, uncompromising quality, and personal services. We adhere to our role as stewards of wealth for our clients.

Stickney Research is a Bellevue-based financial consulting firm that specializes in wealth management and tax planning strategies. With a dedicated team of experts, they provide personalized guidance to help clients navigate the complexities of managing their wealth and make informed financial decisions. As an independent firm, Stickney Research is committed to delivering comprehensive solutions that align with each client's unique goals and aspirations. As an Owner-Firm of Lion Street, Inc., Stickney Research has access to a state-of-the-art platform and a network of elite financial advisors across the country. This allows them to offer advanced planning solutions for high-net-worth individuals, family offices, business owners, and corporate clients. With a focus on wealth preservation, growth strategies, and tax reduction, Stickney Research aims to provide their clients with confidence, clarity, and peace of mind when it comes to their financial future.Generated from the website

Helping women and their families turn their money into lasting wealth. Successfully navigating a life transition that involves money can be as much about untangling the knot of emotion (and the maze of documents) as it is about getting the technical guidance to invest with confidence. As your advisor, our job is to help you find clarity in your current financial situation so that you can focus your time and energy on the things that bring you joy.