Speak with an advisor
253.566.0566

THERE'S NO PERFECT PRODUCT THAT'S WHY YOU NEED A PROCESS.

YOUR DREAMS MATTER

At Ostlund Wealth Advisors, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

WE OFFER SERVICES IN THESE THREE AREAS:

GROW

Prepare for retirement by putting your hard-earned assets to work.
HOW?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

GIVE

Provide for the people and causes you care about the most.
HOW?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

READY TO TAKE

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
SCHEDULE A MEETING
REGISTER FOR A SEMINAR
Or give us a call at 253.566.0566.

DISCLOSURES

Daniel Ostlund is an Investment Advisor Representative dba, Ostlund Wealth Advisors LLC
Marie Ostlund is a registered representative of World Equity Group, Inc., member FINRA and SIPC. World Equity Group is neither owned nor controlled by Ostlund Wealth. All securities through World Equity Group.

Investment advisory services for Ostlund Wealth Advisors, LLC (“OWA”) are provided through Pinkerton Wealth Partners (“PWP”), an SEC registered investment advisor. Registration with the SEC does not imply a certain level of skill or expertise. PWP and OWA are not affiliated.  Neither PWP nor OWA provide legal or tax advice. For more information on PWP’s advisory services please review the firm’s disclosure documents including our Client Relationship Summary which can be found by clicking on the following link https://adviserinfo.sec.gov/firm/summary/120973