fbpx
Wealth Management Simplified

From The Founder’s Desk

Stay up to date with all of our latest thoughts, commentaries, videos, and insights.

Subscribe

What our clients are saying

The service provided by Tumwater has met all of my needs.

Jack C, 6/17/2021 

Read Disclosure here.

Tumwater has helped to make us feel financially secure over the long run because of the sensible investment strategies Ben has employed for us.

Cherie and Jim C, 6/17/2021

Read Disclosure here.

Tumwater has given me a place to have my money managed, to allow the money to work for us, thereby increasing in value every day. Tumwater invests the money into funds that grow, watches those funds to stay [diversified]. You hire a Financial Advisor to focus on increasing the value of your saved money. This allows you to focus on your own profession to succeed. The money invested then grows and is there for life’s big bills, college for youngsters, retirement, etc.

Paul M, 6/17/2021 

Read Disclosure here.

I have complete trust in Tumwater, they alleviate a huge burden of stress in my life.

Jenni Y, 6/17/2021 

Read Disclosure here.

[I] sleep well at night knowing Ben and his team are taking care of our investments.

Kealy B, 6/16/2021 

Read Disclosure here.

I find the entire staff consistently responsive. This is significant for me. Once I recognize I need information, it is helpful to receive that information quickly.

Jenni Y, 6/17/2021 

Read Disclosure here.

Tumwater allows us to enjoy our retirement.

Paul M, 6/17/2021 

Read Disclosure here.

My first contact with Ben occurred when he was the Financial Advisor for my former employer… The first one-on-one meeting we held to discuss my financial future
was a total wakeup call (Yes, there were tears). He laid out an honest appraisal of my current financial situation and what I needed to do differently to move positively
toward a reasonably comfortable retirement. I took his sound advice to heart. Last year, I was unexpectedly laid off and that led to my decision to retire at the age of 70. I reached out to Ben and he immediately set up a time to talk about the best options for my 401K. A plan to roll the funds into an IRA was set in place and implemented by Ben and his co worker, Jackson. I am confident that Ben has my best interest at heart.
Communication is never an issue—I always know I will receive honest, appropriate guidance.

Patricia A, 6/17/2021 

Read Disclosure here.

You have been a valuable resource for others in our family. You have gained our trust and respect and this is very important at our stage in life!

Cherie and Jim C, 6/17/2021 

Read Disclosure here.

Tumwater has been a great resource for financial planning for my future and eventually my retirement. I’ve worked with Ben to find the right balance of investments that suit my long-term saving goals. I also have appreciated Ben’s help with other savings goals, whether it’s regarding an emergency savings fund, or saving for a specific purchase. He is always willing to answer my questions and explain the rationale behind investment moves. He also reviewed my 401(k) plan which was very helpful!

Brooke W, 6/16/2021 

Read Disclosure here.

Tumwater has helped my family think about our financial future– but in a uniquely holistic way.
I really value being able to ask for Ben’s advice on any financial topic, be it immediately related to our investment planning or not.
Ben sees and understands how the big picture impacts the tactical decisions he helps you make.

Matthew M, 6/17/2021 

Read Disclosure here.

Tumwater provides a thorough explanation of my assets and how best to meet my needs.

Ruth M, 6/17/2021 

Read Disclosure here.

Through Ben’s guidance for over 10 years he has us brought to a comfortable financial position heading into retirement.

Nic C, 6/16/2021 

Read Disclosure here.

They have helped me feel safe with my financial future and provided me a valuable resource to come to with any questions about financial decisions and planning.

Jack C, 6/17/2021 

Read Disclosure here.

We have 100% confidence that you know what you are doing which is so much more that most professionals who call themselves a financial advisor.

Kealy B, 6/16/2021 

Read Disclosure here.

>

Sharks and Ice Cream: How Tumwater is Thinking About the Upcoming Election

As the media continues to suggest that terrible things will happen with the stock market if the wrong guy gets elected in November it would take an unusual amount of calm to not have at least considered the upcoming election…


Learn More

Why Do Stocks Go Up?

Ultimately, in business, your success or failure is dependent on the people in that business.  It’s the people in the business that will enable it to…

Read More

S&P 500 Closes at New All-Time High

How many people do you know that wanted to get out of the stock market “just until after the election” or “until the economy fully re-opens” or “until we’ve developed a vaccine for this thing”? Those people have missed at least some part of what has amounted to a more than 51% run up in the S&P 500 since the bottom on March 23rd. Long term investors didn’t.


Learn More

4 Financial Planning Items You Should Consider When Changing Jobs

I find that people often think having lots of investment or retirement accounts is a good thing.  After all, isn’t that diversification?  The truth is, the more accounts you have the harder it is to keep track of them, manage them intelligently, and coordinate the overall investment strategy across all of them…


Learn More
1 2 3 4 5 Load More

CUT THROUGH THE NOISE. LEARN WHAT REALLY MATTERS IN YOUR FINANCIAL LIFE.

Sign up for our 9-day, Foundations of Financial Success Email Course.

Learn more

ARE YOU A CURRENT CLIENT?

Access Your Accounts

TUMWATER CLIENT LOGIN CHARLES SCHWAB LOGIN