
Let’s Meet
You have questions about investing. We have answers. Don’t you think it’s time we meet?
If you follow financial news in the media it can be confusing and unsettling. We have a philosophy about that, and will happily share it with you. Let’s talk about it over a cup of coffee or tea at one of our offices. Or, we can meet at a local coffee shop.
We’d like to help you make sound investment decisions with your money. Let’s discuss your financial goals and what you hope to achieve with your investments. We can review your current portfolio to see how well it’s working for you. You’ll have the benefit of our opinion – straight up. If you don’t have a portfolio already then let’s talk about your investment options.
Call us to arrange a time to chat. We look forward to meeting you!
To contact Pacific Asset Management, dial the number of the office near you — located in Gig Harbor and Shelton, Washington, but serving the entire Puget Sound region.