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LET US HELP SO YOU CAN FOCUS ON WHAT’S IMPORTANT

We create comprehensive and integrated strategies designed to grow and preserve your wealth so that you get to where you’re going, wherever that may be.

TPG is one of the largest independent Registered Investment Advisors in the Northwest. As a fiduciary, we operate with your best interests in mind.

INVESTMENT MANAGEMENT

Our team is focused on creating tax-efficient strategies to take into account your risk while working to meet the requirements of your financial plan. Our compensation structure is fee-based; because we are a fiduciary, our advice is unbiased, with your best interests in mind. We have experience in:

  • Data-dependent asset allocation
  • Tax strategies

FINANCIAL PLANNING

A financial plan isn’t just a document you stick in a drawer. It’s an ever-changing, organic strategy that should grow with you and your family.

We’ll discover where you are today and where you want to be tomorrow. We’ll sort out which options will help you achieve your goals and create a custom plan for you. As a partner with our investment management clients, we continue to monitor, update, and evaluate your plan to help you stay on target.

INDIVIDUAL LIFE & DISABILITY

It can be tricky to find a policy that fits your life. At TPG, we look at the options together to see the implications of each insurance solution. We’ll advise on what protects you the most today and in the long run.

Our insurance expertise includes:

  • Life insurance
  • Disability
  • Long-term care
  • Medical & dental

EXECUTIVE BENEFITS

Executive benefits are a big part of any company’s total rewards strategy. We’ll help protect your company as well as your key employees while giving you a competitive advantage for acquiring and keeping top talent.

With a focus on solutions rather than products, we design programs that align with your compensation philosophy and budget constraints. TPG takes a holistic approach to personal life, disability, and long-term care insurance planning for higher net worth individuals.

EXIT PLANNING

The Certified Exit Planning Advisor (CEPA) designation is for consultants who have been trained to advise owners of privately held companies on “what comes next” in their business’s succession plan.

Our CEPA consultants assist owners in understanding the value of their business; evaluating how ready and attractive their company is now; and identifying the gaps in wealth profit, and value – all with the goal of accelerating the growth of the business value before exit.

MEET THE WEALTH MANAGEMENT TEAM

Our team has experience, dedication, and a genuine love for helping their clients manage their financial wellness.

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Meet KC

KC Mink

Partner, Board Member

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Meet John

John Woolley

Managing Director & Chief Investment Officer

CEPA

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Meet JoAnne

JoAnne Sweeney

Director & Chief Compliance Officer

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Meet Anne

Anne O’Keefe

Insurance Specialist

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Meet Mark

Mark Pease

Client Service Associate

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Meet Lauren

Lauren Reed

Wealth Planning Manager

CFP

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Meet Sheryl

Sheryl Olson

Financial Planner

ChFC

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Meet Erica

Erica Smiley

Operations Manager

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Meet Geneva

Geneva Stegemoller

Wealth Management Consultant

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Meet Leah

Leah Burkhart

Insurance Service Associate

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Meet John

John Cahill

Executive Benefits & Insurance Consultant

CEPA

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Meet Stuart

Stuart Robertson

Portfolio Manager

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Meet Chris

Chris Hockley

Client Service Associate

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Meet Garrett

Garrett Johnson

Client Service Associate

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Meet Karl

Karl Harrop

Financial Consultant

CFP, AIF

ARE YOU READY TO CONNECT?

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CONTACT THE HEALTHCARE ANALYTICS TEAM

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CONTACT THE COMMERCIAL INSURANCE TEAM

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STAY INFORMED, COMPLIANT & CONNECTED

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Our Bellevue office is relocating to Southport on Lake Washington in mid-October!
Until then, our staff is working remotely and it’s business as usual.
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