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Financial planning and investment strategies for navigating all of life’s inflection points

Financial planning and investment strategies for navigating all of life’s inflection points

Private Wealth Management

Inflection strives to bring meaning and purpose to our advice-based relationships by providing personalized, efficient, highly-proactive support. We aim to provide our clients with thoughtful service, the result of which are decisions that lead toward financial security, confidence with a sense of freedom. Ultimately, we endeavor to have a healthier and happier affect for those we are fortunate enough to serve, as well as the community in which we serve.

FINANCIAL
PLANNING

Financial Services

Personal, 1-on-1 proactive financial advice with accountability.

Financial Literacy

Improve your finances with actionable, research based strategies.

CERTIFIED FINANCIAL PLANNER™ Professional

Maximize opportunities and minimize risk with our world-class financial services.

INVESTMENT

ADVISORY

SERVICES

 

Investment Account

Discuss and review investment strategies to reach your investment goals.

Investing Money

Learn the importance of asset allocation and discern risk profile to make informed investment decisions.

Investing Fundamentals

Strategic investing means selecting what works best for your goals.

ACCOUNT
MANAGER

High Yield Savings Account

Apply capital preservation to your net worth.

Retirement Planning

Learn and prepare for financial independence.

Life Insurance

Include security in your long-term wealth strategy.

It is our goal to deliver value in meaningful relationships throughout all of life’s inflection points.

It is our goal to deliver value in meaningful relationships throughout all of life’s inflection points.

What does that mean? It means we value our relationship with you, above all else. At Inflection Wealth Management, we will work with you to:

  • Help bring order to your financial life
  • Help you follow through on financial commitments
  • Bring insight to help make practical decisions on
    emotionally-charged issues
  • Anticipate your life transitions and be financially prepared for them
  • Explore the specific knowledge you need to succeed in your
    unique situation
  • Help you achieve your best life possible

Our Values

MEANINGFUL WORK

We believe in working to improve the lives of others, to make a positive difference beyond the bottom line.

SERVICE

We make it a priority to serve others with quality and value.

INTEGRITY

We walk the talk when it comes to doing what’s right.

COMPETENCE

We are professionals, with years of experience. We are always learning and seeking to grow.

RELATIONSHIPS

We understand the power of personal connection, and
the value of trust.

Contact Us

Our Location

Inflection Wealth Management
(425) 215-1000

15117 Main St Ste 207A
Mill Creek, WA 98012-9035