Wealth Management2022-09-13T04:31:03+00:00

Wealth Management

Wayfinding Financial is Invested in Navigating Volatile MarketsSecurityManaging your RiskYou

Whether you need help making your portfolio more tax-efficient, want to fund education for your children, or get a head start on estate planning, we can help you protect and direct your wealth.

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Who is this for?

All investors want their wealth to accomplish what they care most about. Which is why we seek clients that desire to protect what they have worked hard to accumulate by focusing on strategies centered around their goals and not a notion of beating the market.

Wayfinding Financial is Invested in Navigating Volatile MarketsSecurityManaging your RiskYou

Investing the way it should be

Portfolio Customization 

We build customized portfolios tailored around multiple strategies that consider all aspects of your financial plan to create a personal portfolio centered around you.

Suite of Investment Services

We provide an extensive selection of services designed to provide our clients with a comprehensive platform that supports their vision.

Tax Efficiency  

Taxes can create significant drag on a portfolio’s return. That’s why making sure your portfolio is tax-efficient can help minimize taxes. Developing tax-efficient investment strategies and tax-loss harvesting can offset realized capital gains and lower taxable income within IRS limits.

Ongoing Rebalancing 

We continually monitor for allocation drifts that occurs when the market presents opportunities and routinely rebalance to make sure you maintain well diversified.

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Our Team

Trent O’Neal
CRPC® / CCO / Partner

“You miss 100 percent of the shots you don’t take.” — Wayne Gretzky

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Cathie Arthurs
Partner

“Everything you can learn from is an opportunity to become stronger.”            — Daniel Ricciardo

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Craig Roth
Financial Advisor

“Luck is found where opportunity and preparation meet.” — Seneca

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Donald O’Neal
CFP® 

“Don’t be afraid to give up the good to go for the great.” — John D. Rockefeller

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Michelle Wade
Client Relationship Manager

“Nobody’s a natural. You work hard to get good & then you work to get better.” — Paul Coffey

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Teresa Brokaw
CFP® / CRPC® 

“Dream higher than the sky and deeper than the ocean”

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Start the Conversation!

425.361.0707

19020 33rd Ave W, Ste 390
Lynnwood, WA 98036

Frequently Asked Question’s

What is a Registered Investment Advisor?2020-01-20T22:24:06+00:00

A Registered Investment Advisor (RIA) is a fiduciary who has a duty to their clients, which means that have a fundamental obligation to provide investment advice that always acts in their clients best interest.

As an RIA, Wayfinding Financial can give advice on all aspects of your financial situation. We customize our advice to the needs of each client and construct a personalized plan that will meet your specific goals.

Does your company hold my money?2020-01-20T22:23:41+00:00

No, Wayfinding Financial does not hold custody over client assets. Most of our accounts are held securely by our custodian TD Ameritrade Institutional. Your assets are insured against fraud and bankruptcy to $500,000 by SIPC and up to $149.5 million per account through private insurance purchased by TD Ameritrade through Lloyd’s of London.

What is the cost structure for investment services?2020-01-20T22:23:20+00:00

Our cost for investment management services are asset-based. We do not charge commissions or even earn money when trades are placed in a client’s account. Our costs are calculated on the total value of your assets under management. This puts our loyalties in line with yours.

Are you a Fiduciary?2020-01-20T22:22:45+00:00

Yes, we are fiduciaries. A fiduciary is legally required to put your interest first. No sales of financial products. No split commissions. No nonsense.

Take your finances into your own hands

Let’s Talk

Take your finances into your own hands

Let’s Talk
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Chartered Retirement Planning Counselor and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. Authorization to use the marks is awarded to individuals who meet the initial and ongoing designation requirements.