Plan for the road ahead
Real wealth isn't built by reacting to the market. It's built through thoughtful planning, disciplined investing, and a long-term relationship with someone who knows you, not just your portfolio.
Our team of CFP® professionals and a CFA charterholder combine personalized portfolio management with comprehensive planning, so that you can make every decision with confidence.
Services built around your life
Portfolio Management
Retirement Planning
Tax Planning
Business Ownership & Exit Planning
401(k) & Rollover Guidance
Concentrated Stock
Real Estate & Alternative Investments
Options Strategies & Box Spreads
Estate Planning
Local feel with a nationwide reach
Our office is in Puyallup, but our clients live everywhere. Whether you're across town or across the country, you get the same thing: a team that knows your name, your goals, and what's going on in your life — backed by the technology and resources to manage it from anywhere.
Making a lifetime of savings last for what you need
You've spent decades building it. Now the questions change: how to draw income without running out, how to handle the taxes, how to make sure what's left supports the people and causes you care about. We help you turn a lifetime of saving into a retirement that actually feels like one.
If this is you, click here to read more about how we work with Retirees
A financial life that runs alongside the business
Most of your wealth is tied up in the business, and most of your time is too. We help you build a financial life outside of it — owner-specific retirement plans like Solo 401(k)s and SIMPLE/SEP IRA's with tax strategy that fits how owners actually get paid, and planning for life after the business.
If this is you, click here to read more about how we work with Business Owners
Making sure high income turns into real wealth
Higher income brings higher complexity — bigger tax bills, contribution limits that quietly cap your options, and decisions that get expensive when they go wrong. We help you organize the moving pieces, so your income translates into actual wealth, not just a bigger paycheck.
If this is you, click here to read more about how we work with High-Income Earners
Making the most of equity compensation
RSUs, ISOs, ESOPs — equity comp can build serious wealth and quietly create serious risk. We help you understand what you actually have, when to exercise or sell, and how to diversify effectively.
If this is you, click here to read more about how we work with Equity-Comp Recipients
A thoughtful next chapter for inherited wealth
Inheriting money is rarely just a financial event. There's the practical side — taxes, accounts, decisions — and the personal side of stewarding something that came from someone who mattered to you. We help you take it one step at a time, with no pressure to have it all figured out on day one.
If this is you, click here to read more about how we work with Wealth Inheritors
Real estate is a part of the plan, not all of it
Real estate is a powerful piece of a wealth picture, but it doesn't manage itself alongside the rest of your finances. We help you integrate property holdings into a broader plan — thinking through cash flow, tax treatment, concentration risk, and how real estate fits with everything else you own.
If this is you, click here to read more about how we work with Real Estate and Alts Investors
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Common Questions
What is a fiduciary, and why does it matter?
A fiduciary is required to act in your best interest — not their own. It's a legal standard that governs how we give advice, how we handle conflicts of interest, and how we're compensated. It matters because not every financial professional is held to it. Some operate under a "suitability" standard, which only requires that a recommendation be reasonable for your situation — not necessarily the best option available. That distinction can quietly affect the advice you receive. As an SEC-registered investment adviser, we're a fiduciary by law. In practice, it means you can ask us why we're recommending something — and the answer will always be about your situation, not our bottom line.
How is IPS different from a broker or big-box firm?
A few ways. We're independent, which means we're not tied to a parent company's products, quotas, or sales goals. We're fee-only, so we don't earn commissions on what we recommend. And we're built around relationships, not call centers. You'll work with the same team year after year, and when you call, a real person picks up. The biggest difference is how it feels. At a large firm, you're often one of thousands of accounts assigned to whoever's available. At IPS, we know your name, your goals, and what's going on in your life.
What's the first step to becoming a client?
A conversation. We'll spend about 30 minutes getting to know each other — what you're working toward, what's on your mind, and what you're looking for in an advisor. There's no pitch, no pressure, and no obligation to move forward. If it feels like a fit on both sides, we'll walk you through what working together looks like from there. If not, we're happy to point you toward someone who might be a better match.