Scary Headlines Make Me Chuckle
12/20/2024
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We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.
As a focused and experienced group, we provide the resources and expertise of a large team, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and enhancing long-term success, fortified by thorough, objective investment research and selection.
-Steve Jobs
During this 15-minute introductory phone call we'll explain who we are and what we do for our clients. We'll make sure your unique situation matches our expertise.
The goal of this meeting is to get to know you you and get perfectly clear on your finanical goals, needs & concerns. We also offer virtual appointments over Zoom for thoes located outside of western Washington.
As a collective team we apply decades of experience to develop your roadmap to financial clarity. Which is a clear and easy to follow process that will help you achieve financial clarity. Getting clear on where you're at now, where you want to be, in addition to knowing your tolerance for risk helps us customize a step-by-step plan of attack to help you achieve financial clarity and ultimately reach your goals.
At the end of this process, all we ask is that you simply think about it. We want to help you achieve financial clairty. We'll develop a step-by-step roadmap to help meet your goals and we maintain ongoing communication to keep you on course & accountable!
My goals are simple. Figure out where you are at, what you would like to accomplish, put together a plan to help get you get there and then monitor our progress.
It is said that people fear what they don’t understand. I strive to explain our plan and the investments we own in such a way that brings you confidence during periods of economic highs and also when the “seas get choppy”. Our clients have the information to stay at ease through all seasons of life.
8:30 AM – 4:00 PM
Monday – Friday
8:30 AM – 5:00 PM PST
Monday – Friday
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.
Matthew Ross has been named 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received, and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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