I partner with driven, caring and intentional business owners, individuals and families throughout the U.S. who are looking for a long-term advisor to help them reach their financial goals. My priority with each client is to learn about their lives – what drives them and makes them feel alive – and then use an established process to address all aspects of their financial picture, from more practical, everyday considerations to ambitions they've only dreamt of.
With my business owner clients, my priority is to assess and organize their complex finances in order to develop comprehensive strategies. We will look for improvements for employees and owners alike, and evaluate opportunities for retirement and succession planning.
A particular focus area with my business clients centers on 401k, 403b and other retirement plans. My goal is to help my clients build a stronger benefits structure that helps deliver greater options and advantages at a more effective price point – thereby helping to create opportunities for employee retention and cultivating an environment in which my clients' businesses can continue to grow, adapt and live up to their missions.
For my individual clients and families, we create personalized and actionable objectives to help reach their goals. I will help clients stay accountable and also help navigate the more complicated aspects of the financial world, from confusing terminology to sensationalized headlines and emotional decision-making. I aim to make investing feel simple, exciting and comfortable for my clients so they can focus more time on their own passions, friends and family.
Outside the office, I enjoy all the outdoor pursuits the PNW has to offer, including snowboarding, skiing, hiking, backpacking and climbing. I grew up in Vancouver, WA, and after spending six years in Colorado, I'm happy to have returned home to my family and friends in Washington.
Growing up in a first-generation Polish immigrant family, my family adopted a "roll up your sleeves and get it done" philosophy – it was this can-do mindset that helped my parents realize their American Dream, and it is the value system that guides all of my endeavors. I find great joy in partnering with my clients to help them achieve their own dreams through these values that I hold dearly. If you're ready to take the next step toward achieving your goals, contact me today.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Phone NumberAlexander K Morawski at (425) 831-5026
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