Washington State Legislative Building at sunset

Independent | Fiduciary Financial Advisor

2409 Pacific Avenue SE
Olympia, WA 98501

Phone:

360-350-4747

Fax:

360-350-4744

E-mail:

office@kj-wm.com

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

View Videos

Comprehensive Wealth Management

Planning

Our dynamic approach is based around your goals, dreams and family mission. Our process is thorough, comprehensive and built for you.

Retirement

A distinctive approach, backed by our experienced qualifications.

Estate

We weave highly skilled estate and wealth transfer consulting directly into your unique plan.

Retirement

A customized retirement income strategy.

Flatiron Building facade in New York City

As a fiduciary, we provide independent, unbiased advice.

Integrity is a core value. Being independent and a fiduciary is the highest ethical standard in our industry. Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.

Why Us

Our Alliances

Advyzon, MoneyGuidePro, and Charles Schwab logos

Newsletters

Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Lease Payment

How much would your monthly lease payment be?

More Calculators