PNW Wealth Management

PNW Wealth Management PNW Wealth Management is an independent wealth management firm focused on retirement planning.

Securities offered through LPL Financial, Member FINRA (finra.org) / SIPC (sipc.org). Investment advice and financial planning offered through Financial Advocates Investment Management, DBA PNW Wealth Management, a Registered Investment Advisor. Financial Advocates Investment Management, PNW Wealth Management and LPL Financial are separate entities. The financial professionals associated with PNW

Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: http://www.pnwwealth.com/

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

11/17/2025

At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. Consider breaking up the responsibilities over 12 days, focusing on one each day, and ensuring it gets a comprehensive review.

This Philanthropy Day, here are practical tips to help you stay in the spirit of giving, all year long, in ways that fee...
11/15/2025

This Philanthropy Day, here are practical tips to help you stay in the spirit of giving, all year long, in ways that feel meaningful, consistent, and worth pursuing.

Every year, the holiday season inspires a beautiful wave of generosity. Donations surge. Volunteer sign-ups spike. People go out of their way to support those in need or brighten someone’s day. But what if that spirit of giving didn’t fade with the new year? The truth is, kindness doesn’t have...

Today, we honor the courage, sacrifice, and service of our veterans. Their dedication has protected our freedoms and hel...
11/11/2025

Today, we honor the courage, sacrifice, and service of our veterans. Their dedication has protected our freedoms and helped shape our nation. To all who have served, thank you for your bravery and commitment.

It’s Talk Money Day! Open, honest conversations about money lead to smarter decisions and greater financial confidence. ...
11/08/2025

It’s Talk Money Day! Open, honest conversations about money lead to smarter decisions and greater financial confidence. Talking about finances doesn’t have to be intimidating; it’s a key step toward financial wellness.

11/03/2025

🎃 Happy Halloween! Here’s a fun fact: Jack-o’-Lanterns were originally carved from turnips, not pumpkins. People used th...
10/31/2025

🎃 Happy Halloween!

Here’s a fun fact: Jack-o’-Lanterns were originally carved from turnips, not pumpkins. People used them during ancient festivals to scare away spirits.

👻 Would you carve a turnip this year?

10/27/2025

October is Financial Planning Month. Big life changes? Be ready.

Check out our quick financial checklist to help you stay on track through major transitions.

Are you financially prepared for a life-changing event? Change is the only constant in life and this checklist is the first step to help you prepare for these events now or in the future.

Estate Planning Awareness Week is the perfect time to remember: Everyone needs an estate plan—even if you're single with...
10/20/2025

Estate Planning Awareness Week is the perfect time to remember: Everyone needs an estate plan—even if you're single with no dependents.

Estate planning is also significantly relevant for single individuals without children. It is a protective measure that ensures assets are distributed according to one's wishes and helps minimize legal disputes among family members. Singles must understand how an estate plan helps avoid probate, a l...

Address

917 Pacific Avenue, Suite 407
Tacoma, WA
98402

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12533890964

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