Stolz & Associates, PS

EST. AUM
$282,195,649

CONTACTS

CLIENT ACCOUNTS
568

Firm Details

Metro area Seattle
CRD Number 117216
Website stolzassoc.com
Client types

Overview

Stolz & Associates, PS is an independent, fee-only registered investment adviser headquartered in Tacoma, Washington, with a satellite office in Seattle. Founded in 2001, the firm operates under a fiduciary standard, providing comprehensive wealth management services to individuals, high-net-worth families, and retirement plans. Its philosophy of “Holistic Wealth Management” integrates discretionary portfolio management with specialized tax planning, estate coordination, and post-divorce financial planning. The firm’s investment approach is research-driven and evidence-based, emphasizing low-cost, tax-efficient, and globally diversified portfolios using institutional-grade investment vehicles to capture long-term market returns.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Stolz & Associates, PS

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company