Promenade Wealth, Llc

In 2020, I launched my own RIA firm with the goal of serving clients with uncompromising ethical standards. Promenade Wealth offers comprehensive financial planning as its core focus and foundation. We believe that a good investment strategy must be supported by a holistic analysis of the client's financial goals and specific circumstances. Portfolio management is offered in collaboration with Dimensional Fund Advisors. Custodial services are provided by Charles Schwab. Promenade Wealth, LLC is a registered investment adviser in the State of Washington and certain other states. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.”