Financial Advisors
University Place, WA
Mickelson Wealth Management is an independent financial advisory firm serving the Tacoma and Pierce County area. They provide comprehensive wealth management services including investment management, retirement planning, and financial strategy for individuals and families. Their personalized approach focuses on helping clients build and preserve wealth through tailored financial solutions.
Ideal for: High-net-worth individuals, Pre-retirees and retirees, Business owners, Families seeking comprehensive wealth planning
Service area: Tacoma, University Place, and Pierce County, WA
Independent Advisory Firm: Operates as an independent wealth management practice without affiliation to large corporate financial institutions, allowing for personalized client-focused guidance.
Comprehensive Wealth Services: Offers integrated financial planning services including investment management, retirement strategies, and wealth preservation tailored to individual client goals.
Address: 2518 Bridgeport Way W, University Place, WA 98466
Phone: (253) 565-6768
Website: mickelsonwm.com
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