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Mickelson Wealth Management
2518 Bridgeport Way West, University Place, Washington, United States
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About the Mickelson Wealth Management
Mickelson Wealth Management, located at 2518 Bridgeport Way West in University Place, Washington, is a finance institution dedicated to helping individuals plan for a comfortable and well-positioned retirement. Whether you are nearing retirement or already retired, our team can create tax-smart retirement plans tailored to your specific needs and goals. We utilize tax-efficient strategies to help you save, invest, and distribute your retirement assets for your golden years.
As a Certified Financial Planner™, Erik Mickelson is committed to always putting clients' interests first. Our investment services are structured to align with your goals, timeframe, and risk tolerance, creating customized, well-diversified, and tax-efficient portfolios. We aim to reduce unnecessary costs and taxes while allowing you to capture your fair share of the market's returns.
In addition to investment management, we offer tax planning and preparation services through Erik D. Mickelson Tax Services, LLC. Erik is an Enrolled Agent authorized to represent taxpayers before the IRS, ensuring accurate and timely tax returns that maximize deductions and credits.
Our mission is to help clients confidently pursue their ideal retirement by providing comprehensive retirement planning solutions and investment management with a focus on minimizing taxes. We take our responsibility as fiduciaries seriously, always putting clients' interests first.
Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Tax-related services are offered through Erik D. Mickelson Tax Services, LLC, a separate legal entity not affiliated with LPL Financial. Investing involves risks, and no strategy can guarantee returns or eliminate risk in all market environments.
The team at Mickelson Wealth Management is dedicated to helping clients weave a financially secure future for themselves and their loved ones. Contact us today to learn more about our services and how we can help you retire with confidence.
Photos of Mickelson Wealth Management
2518 Bridgeport Way W, University Place, WA 98466, United States
Opening hours of Mickelson Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Mickelson Wealth Management
"Great experience. Thoughtful attention to derail. Earned a lot of trust with me. Will be returning for further assistance soon. Recommended to my parents as well."
"Erik's financial planning and investment management skills are outstanding. He took the time to understand my unique financial goals and provided clear, insightful guidance every step of the way. One aspect that truly sets Erik apart is his commitment to transparency and honesty. He prioritizes the best interests of his clients and always acts with integrity. I feel comfortable entrusting him with my financial future, knowing that he has my back every step of the way. I wholeheartedly recommend Erik to anyone seeking a trustworthy partner in their financial journey."
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