611 Columbia Street NW, #2D

Olympia, WA 98501

Telephone - (360) 338-0645

Toll Free - (855) 371-0327

info@byrneandcowealth.com

How Can We Help You?

Examples of Services we Provide

Services Overview

Byrne & Company Wealth Management, LLC specializes in providing objective, personalized financial planning and investment management advice. Our services are designed to provide peace of mind that a lifetime of accumulation is planned and managed prudently according to your wishes and desires.

Our financial planning work may cover many topics including, but not limited to: retirement planning strategies, investment advice, cash flow evaluation (including expense & planned savings), college funding strategies, balance sheet analysis, evaluation of existing or planned insurance, estate planning, tax planning, establishment of short term and long term goals, evaluation of workplace benefits, and other areas of planning.

Introductory Meetings are short, no-obligation meetings designed to meet each other, ask questions, identify the core issues to be resolved, and estimate costs.

Examples of Services We Provide

Billing Options

Hourly Annually
Portfolio Management  ok ok
  • Provide advice and recommendations for investing your retirement or investment accounts
  • Manage your portfolio on an ongoing basis
  • Analyze and discuss information about public markets or the current market environment
  • Evaluate your asset allocation and analyze your risk

Inquire about Portfolio Management

Financial Planning ok ok
  • Develop a retirement plan & analyze your cash flow
  • Determine college savings contributions
  • Calculate your net worth
  • Review mortgage decisions, insurance policies, and risks to your plan
  • Work with your Attorney and CPA to create an estate plan
  • Update previous financial plans
  • Answer questions directly related to your specific circumstances.

Inquire about Financial Planning

Inheritance Advice ok ok
  • Help you navigate new financial challenges / dilemmas
  • Educate you about issues related to an unexpected increase in your net worth and resources
  • Work with you to sort through the types of assets you now own
  • Assist you with simplifying and consolidating your accounts

Inquire about Inheritance Advice

Other ok ok
  • Craft solutions to Unique financial challenges such as:
    • Incapacitated spouse
    • Divorce
    • Family business issues
    • Blended families

Inquire about Business Challenges

401(k)/Retirement Plan Consulting & Employee Education ok ok
  • Evaluate current retirement plan costs, setup, and structure
  • Provide support for owners/trustees to fulfill their fiduciary duty to employees
  • Evaluate plan investments and models
  • Educate employees

Inquire about 401(k) Consulting & Employee Education

Financial Guidance for Trustees & Estate Administrators ok ok
  • Manage accounts and provide logistical support
  • Assist with and advise about distributions to heirs
  • Counsel heirs
  • Coordinate with your legal and tax representatives

Inquire about Financial Guidance

Have Questions or Comments?

Connect With Us

We are available to speak via phone during normal business hours. If you are trying to connect after hours, please use the form below.

Address: 611 Columbia Street NW, #2D, Olympia, WA 98501

Phone: (360) 338-0645

E-mail: info@byrneandcowealth.com

Office Hours: 8:00 AM - 5:00 PM, Monday - Friday

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