Packo Private Wealth Management

Strategic Asset Alliance (SAA) is an independent investment consulting firm based in Bellingham, WA, that specializes in providing advisory services exclusively to insurance companies and government risk pools. With over 30 years of industry experience, SAA works with clients to improve their investment process and enhance the value added by their portfolios, helping them meet their fiduciary responsibilities and strengthen their investment programs. Offering a range of services including asset allocation, investment policy review, manager evaluation, portfolio monitoring, and performance measurement, SAA takes a comprehensive approach to adding value and consistency to their clients' investment programs. Their team of consultants, who are former senior investment executives in the insurance industry, combine their knowledge of investments with an understanding of the unique needs and challenges faced by insurers and risk pools. SAA's philosophy focuses on a strong investment process and customization of services to help clients achieve their investment goals and objectives.Generated from the website

Fee-Only Financial Planning & Advice

Tradewinds Capital Management, LLC is a SEC (Securities & Exchange Commission) independent Registered Investment Advisory (RIA) firm located in Bellingham, WA and serving clients across the greater Pacific Northwest. The principals of Tradewinds Capital Management left the commission based brokerage world behind - along with certain conflicts of interest - to better serve clients' interests without the pressure to compromise the integrity of their advice or the interests of their clients. Our relationship with our clients is built on a foundation of trust. Since we receive no revenue outside of this relationship with our clients, our clients' success is our success.