1854 Capital Management
Financial Advisors, Investment Service
98225 Bellingham, WA
US
Phone:
360-935-4971
Website:
https://www.1854capitalmanagement.com/
Description:
1854 Capital Management is a financial planning and wealth management firm based in Bellingham, Washington, serving families and individuals throughout Whatcom and Skagit Counties. The team, led by founder Michael Perry and partner James Pyles, CFP, RICP, specializes in retirement income planning, tax-smart investment strategies, and customized wealth plans, and works in partnership with &Partners for platform and technology support. With deep roots in the North Puget Sound community, the firm emphasizes plain-spoken guidance and invests alongside its clients in the same strategies it recommends.
Keywords:
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Hours:
Mon: 8:00am - 4:00pm
Tue: 8:00am - 4:00pm
Wed: 8:00am - 4:00pm
Thu: 8:00am - 4:00pm
Fri: 8:00am - 4:00pm
Sat: Closed
Sun: Closed
Social Media:
https://www.linkedin.com/company/1854-capital-management-partners/posts/?feedView=all
Email:
[email protected]
Language:
English
Slogan:
We Build Wealth Strategies we're Personally Invested In
Opening Date:
2000



