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.

MEET THE WEALTH MANAGEMENT TEAM

Image for KC Mink

Meet KC

KC Mink

Partner, Board Member

Image for John Woolley

Meet John

John Woolley

Managing Director

Image for JoAnne Sweeney

Meet JoAnne

JoAnne Sweeney

Director & Chief Compliance Officer

Image for Anne O’Keefe

Meet Anne

Anne O’Keefe

Insurance Specialist

Image for Mark Pease

Meet Mark

Mark Pease

Client Service Associate

Image for Lauren Reed

Meet Lauren

Lauren Reed

Wealth Planning Manager

Image for Sheryl Olson

Meet Sheryl

Sheryl Olson

Financial Planner

Image for Erica Smiley

Meet Erica

Erica Smiley

Client Service Associate

Image for Geneva Stegemoller

Meet Geneva

Geneva Stegemoller

Wealth Management Consultant

Image for Leah Burkhart

Meet Leah

Leah Burkhart

Insurance Service Associate

Image for John Cahill

Meet John

John Cahill

Executive Benefits & Insurance Consultant

Image for Stuart Robertson

Meet Stuart

Stuart Robertson

Portfolio Manager

Image for Chris Hockley

Meet Chris

Chris Hockley

Client Service Associate

Image for Garrett Johnson

Meet Garrett

Garrett Johnson

Client Service Associate

Image for Karl Harrop

Meet Karl

Karl Harrop

Financial Consultant

ARE YOU READY TO CONNECT?

RECENT NEWS

Image for Let the Tax Increase Games Begin — The Ways and Means Committee’s Initial Proposal for Revenue-Raisers to Pay for the Build Back Better Act
Image for Second Quarter Investment Commentary
Image for TPG Joins Forces with the American Heart Association
It’s not over ‘til it's over! Visit our COVID-19 Resource Hub for the latest in mandates, tools, and more.
This is default text for notification bar