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.
OUR PROMISE TO YOU
We are committed to providing purposeful, independent advice, while always maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality advice, services, and products to help you prosper.
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
NEED SOME PERSONALIZED ADVICE?
We're here to help. Get in touch with us and we'll happily guide you in the right direction.