We are a boutique wealth management firm based in Gig Harbor, Washington. We work with and serve families and businesses in the greater Pacific Northwest area and across the country.
We provide guidance on investments, financial advice, retirement planning, money management, tax-efficient strategies, and estate planning.
Why Choose Conestoga?
Clients choose and stay with us for our:
- Straightforward, dependable advice
- Personal, flexible, best-in-class solutions
- Personality paired with experience
- Fierce advocacy for Future You
- Great sense of humor
The Conestoga Wagon
Why it represents our company
- Symbolizes the pioneering spirit of striving for better
- People entrusted their hope for a better life to it
- Carried families safely through unexplored places
- The most dependable, cutting-edge technology of its time