Advocate Wealth Management, LLC


Manage Your Risk With Our Conservative, Fee-Based Investment Solutions

Independent Investment Advice

Advocate Wealth Management, LLC is a fee-based, Registered Investment Advisory (RIA) firm offering tax-efficient, low-cost investment solutions intelligently tailored to meet the unique needs of clients across Washington State. Whether you’re saving for a big event like retirement or are just interested in making the most of your investments, we have the comprehensive solutions to help you achieve your goals.

There’s a Better Way to Manage Your Investments

Advocate Wealth Management, LLC forms a solid financial foundation for our clients by utilizing the following investment principles:

  1. Focus on the client’s needs and objectives by tailoring comprehensive financial solutions.

  1. Eliminate the conflicts of interest from broker commission sales. (We are a fee-based investment advisory firm for that purpose.)

  1. Reduce risk and maximize returns by applying tactical asset allocation and modern portfolio theory.

  1. Provide low-cost, tax-efficient investment solutions by utilizing efficient market theory.

  1. Provide an outstanding level of service and client contact, including meeting with clients on a quarterly basis.

About Advocate Wealth

Advocate Wealth Management, LLC has been in business since 2004 and as of March 31, 2012 manages approximately $50,466,622 in discretionary assets. Advocate Wealth Management, LLC. is registered and licensed in the state of Washington. Registration does not imply a certain level of skill.

We are fortunate to have clients residing all over Western Washington—Sequim, Port Angeles, Port Townsend, Poulsbo, Bainbridge Island, Seattle, Chehalis—and beyond. Please contact us for a free portfolio review and see for yourself what a difference our financial guidance can make.

*Advocate Wealth Management is registered to do business only with the residents of the State of Washington. Advocate Wealth Management cannot do business with residents of other states unless Advocate Wealth Management registers there or an exemption from registration is available.

Copyright 2010-2012, Advocate Wealth Management, LLC. All rights reserved.