Gale Investment Management Employee Directory

Investment ManagementWashington, United States2-10 Employees

Face your financial future with confidence.

Gale Investment Management is a wealth management leader on Washington State's Olympic Peninsula. We foster prosperity for private clients and participants in employer-sponsored retirement plans. Our clients are free to pursue their best lives, confident in their financial futures, because they benefit from experienced, independent financial planning and objective professional investment management.

Owner Stephanie Gale, CFP®, AIF®, has been providing individuals and organizations with financial guidance for more than 25 years. She has attained the rigorous CERTIFIED FINANCIAL PLANNER® certification and is also an Accredited Investment Fiduciary®.

Gale Investment Management’s affiliation with Commonwealth Financial Network®, a leading independent broker/dealer, gives our staff access to 750 supporting staff members who assist us in our efforts to provide clients with the best possible guidance and the prompt, personal service they expect and deserve. You get the best of both worlds: a local, independent office with access to a much larger set of resources.

We serve our clients from our office in uptown Port Townsend in the beautiful Olympic Peninsula. Call (360) 385-5044 to schedule an appointment or visit our website for more information: www.galeinvestment.com.

+ The Investment Advisor Representatives (IARs) use the trade name/DBA Gale Investment Management. All advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. For a current list of our IARs please visit our website. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

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