Financial Advisor and Fiduciary in Mount Vernon, Skagit

LOCAL AND TRUSTED ADVISOR

We Specialize in
Investment Counseling

Prism Capital Management works exclusively for you, putting your interest first in all we do. Working as an independent fiduciary financial advisor, we must always protect your best interests and disclose to you any conflicts that could prevent us from serving your best interests.

Our integrated services are geared to optimize your investments, while saving you time and undue stress. Each major financial decision you make can build on the previous ones, allowing you to move forward with confidence. The benefits of our approach tend to compound over time and through multiple generations, expanding what is possible for you and your family.

Our Mission

We'll Help You Reach Your Financial Goals

We have a unique approach that involves four founding principles:

Fee-Based Only

No commissions

No Conflict of interest

We develop and manage a comprehensive financial strategy that meets your unique needs.

Fiduciary

We choose a financial path that is best for you.

Independent

We work for you and no one else.

What We Do

Our Services

While our core offering is asset management, we also assist with building a financial roadmap tailored to each client’s specific needs. Other critical wealth management issues often addressed within a financial plan include:

Retirement Planning

Tailored planning for your unique circumstances to help provide for your financial future.

Investment
Planning

We'll guide you to maximize gain and minimize loss with basic sound principle advice and guidance.

401K
Services

A well-designed 401K plan can provide both financial security and make for a happier workforce.

Business
Succession

One of the important decisions a business owner must face is when and how to step out of the business.

Estate
Planning

Helping you manage and preserve assets while and to conserve and control their distribution after your death.

Tax
Planning

We will help deploy the best strategy to take advantage of changing laws in order to accomplish the dreams of you and your family.

Charitable
Giving

Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can reduce taxes.

Divorce
Support

We'll guide you through the divorce process to make you feel more prepared to negotiate with confidence.

Financial Insights

News and Resources

Dieter Drews, JD Taxes October 30, 2024October 30, 2024

Stock Market Overview: A Summary of Recent Activity

WHY CHOOSE PRISM CAPITAL

Wealth Management You Can Trust

As a Registered Investment Advisor regulated by the U.S. Securities And Exchange, Prism Capital Management works exclusively for you, putting your interest first in all we do.

Our role is very different from the traditional financial advisor to individual investors, stockbrokers, and we take our responsibility to act as your fiduciary seriously.

Our commitment to serve as a fiduciary forms the foundation required in a trusting advisory relationship.

Realize your wealth's potential

Schedule Your FREE Wealth Assessment

Send us a note below to meet with Prism Capital Management and discuss how we can help you make the most of all that you own, now and for decades to come!

Simplifying The Path
Towards A Secure Future.

As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.