Margie Chamberlin

Margie Chamberlin is a finance institution located at 711 Capitol Way South, Olympia, Washington, United States. At Margie Chamberlin, we believe that life's grandest visions require thoughtful plans. Our team is dedicated to meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. We empower your decision making with expert guidance, providing seamless financial management for your family and future. Our network delivers a full suite of financial solutions to ensure stability for today and your family's future.

We offer uniquely Rockefeller guidance and experiences for everyday needs to once-in-a-lifetime opportunities. Our bespoke investment strategies are aligned with your financial objectives, providing access to a sophisticated open-architecture platform of traditional and alternative investments across major asset classes.

As an extension of your team, we review your full financial picture and connect you to the firm's broader resources to create an unbroken chain of objective, holistic, and relevant advice. Led by your private advisor, our dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey.

Our comprehensive suite of solutions caters to holistic financial planning for individuals and institutions, including various trusts and fiduciary oversight. We focus not only on your needs for today and tomorrow but also on your passions, the life you want to lead, and the legacy you want to leave behind for yourself and your family.

Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on the people and passions that matter most to you. Our ability to understand our clients' needs and objectives allows us to craft wealth management plans focused on growing wealth today and preserving it in the future.

At Margie Chamberlin, we are committed to providing expert financial guidance and solutions to help you achieve your financial goals and secure your future.