Basilica Wealth Management Inc. Employee Directory

Financial ServicesWashington, United States0-1 Employees

We believe the only way we can truly offer a boutique client experience is to keep the size of our client base manageable. We are committed to delivering a fee efficient model by avoiding the cookie cutter type investing most other firms, large and small employ. We believe a Personal Touch - Unique Tech approach is the only way to solidify meaningful relationships between clients and advisors. The fundamentals of investing have not changed. We believe we add value beyond the vagaries of market volatility and investment returns. We deliver this value by using personalized wealth management strategies. We utilize dynamic withdrawal strategies, social security maximization, tax efficient investing, low cost investment vehicles and a disciplined risk / return re-balancing of portfolios. We believe with the right personalized wealth management strategy our clients consistently save money over time creating additional compounded performance superior to typical asset management. We develop wealth management strategies unique to each clients' aspirations. Disclosure: No strategy assures success or protects against loss. DISCLOSURES: Securities offered through LPL Financial, Member Member SIPC (www.sipc.org). Financial Planning and Investment Advice is offered through Financial Advocates Investment Management, LLC, a Registered Investment Advisor, DBA Basilica Wealth Management which is a separate entity from LPL Financial. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit Basilicawealth.com.

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