EVENTS REGISTRATION
CALL US TODAY!
(425) 215-1000
Fidelity LOGIN
What We Offer
Financial Planning
Services
What to Expect
Contact Us
Investment Advisory Services
Services
What to Expect
Contact Us
Retirement Planning
Services
What to Expect
Contact Us
Account Manager
Products & Solutions
What to Expect
Contact Us
Estate Planning
Why We’re Different
Our Philosophy
Our Team
Peter M. Lee CFP®, ChFC®, FIC
Joe Brandenburg CFP®
Joel Taylor
Shawnie Redwood
Noel Soderblom
Patrick Scanlan
Contact Us
What We Offer
Financial Planning
Services
What to Expect
Contact Us
Investment Advisory Services
Services
What to Expect
Contact Us
Retirement Planning
Services
What to Expect
Contact Us
Account Manager
Products & Solutions
What to Expect
Contact Us
Estate Planning
Why We’re Different
Our Philosophy
Our Team
Peter M. Lee CFP®, ChFC®, FIC
Joe Brandenburg CFP®
Joel Taylor
Shawnie Redwood
Noel Soderblom
Patrick Scanlan
Contact Us
Your browser does not support the video tag.
What We Offer
Financial Planning
Investment Advisory Services
Retirement Planning
Account Manager
Estate Planning
We will work for you and with you to help you achieve your best life possible.
At Inflection Wealth Management, you’re supported by an expert team of specialists, dedicated to the highest levels of client service.
Your financial advisor will tailor products and services to your needs, allowing you to:
Make better, more informed decisions
Make fewer emotionally-based decisions
Be better prepared for the unexpected
Have greater sense of confidence
Be better organized
Have greater emotional well-being
Have less stress
Be able to keep more of what you’ve accumulated
Have alignment to your values
Understand what’s important: short and long-term priorities
Maximize opportunities
Minimize risk
Make good decisions and avoid bad ones
Contact Us
*
All Fields Required
Name
Prefix
Dr.
Miss
Mr.
Mrs.
Ms.
Prof
Rev
What can we help you with?
0 of 400 max characters
Submit
Our Location
Inflection Wealth Management
(425) 215-1000
15117 Main St Ste 207A
Mill Creek, WA 98012-9035
📅 Book an Appointment