Providing Investments, Financial Advice, Retirement Planning, Money Management, Tax Planning, and Estate Planning Strategies

Welcome,

Thank you for visiting our Conestoga Wealth Partners website. We're a Boutique Wealth Management affiliate of the Wells Fargo Advisors Financial Network. Working out of our Gig Harbor, WA office, we serve families in Tacoma, Silverdale, Port Orchard, around the Pacific Northwest, and beyond.

 
 

 

Today's Market Commentary 

Have you met our Financial Advisors?

Andrew "AJ" Thibeault, CFP®   Financial Advisor

Jim Shockman, CIMA®  Financial Advisor    

Perry A. McClain  Financial Advisor

Conner Hartmann Financial Advisor

Are you Ready to Retire?

            

                                    

   

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Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state