Broker Check

Dear Clients and Friends,

The health and safety of our clients, team, and community are always our top concern and priority. Since the COVID-19 pandemic officially began on March 11, 2020, we have stayed up to date with health regulations, and formally established our “Digital Storefront” Policy in July 2020. We built upon our two-part service plan, business continuity and protecting employees and clients, while reaffirming our commitment to you and our high quality, timely service.

We are pleased to announce we are opening our office up to in-person meetings beginning on March 1st, 2022*!! Virtual meetings via phone or Zoom will continue to be offered with our "Digital Storefront" Policy for your convenience and comfort. As always, we are fully prepared to address your questions and provide the same level of dependable service, regardless of if we are meeting in-person or virtually. When you come in for your appointment, please note these following health and safety procedures:

  • Masks are optional. Following the state health guidance update , "In Washington, indoor mask requirements will be lifted as of 11:59 p.m. on March 11."  If you would like your advisor to wear a mask during your meeting, we would be happy to do so. Our office has extra masks on hand, as well, if forget your mask at home.
  • Sanitize your hands. There are hand sanitizer bottles at your convenience in the most common areas in our office. We will also be disinfecting commonly touched areas and advisor offices throughout each day.
  • Stay home if you feel ill. Please ask for a virtual meeting or reschedule your appointment by calling us at 425.646.6777.

We sincerely appreciate your understanding of our continued effort to put everyone's health and safety first.

"Digital Storefront" Policy

The following are adaptations of our standard policies and increased utilization of our current systems so we can work with you in a safe virtual environment:

  • Meetings with your financial team are available via phone or Zoom. We will be fully prepared to cover the same material as if you were in the office.
    • If you have a preference of one of the two methods, please let us know at the time of scheduling or appointment confirmation.
  • Our Online Client Portal continues to maintain the highest level of security. The portal allows for information to be exchanged between you and our team safely and securely. If you do not have this set up, please feel free to reach out and request an activation link.
    • Any confidential information, including account numbers, personal recommendations, or otherwise privileged information, should be sent using the portal for your protection.
    • You can view your account values, performance, and much more at your leisure.
  • New account paperwork and other forms can be completed through DocuSign. Before utilizing this program, all we need is your preferred email and cell phone number – easy!

We look forward to seeing you again, whether it is in-person or virtually! Our financial team continues to remain available during normal business hours, Monday – Friday, 9:00 AM – 5:00 PM Pacific Time. Please note, several of our team members are on rotating remote work schedules for a healthy work/life balance and we appreciate your flexibility while scheduling.

Warm regards,


Paul R. Ried, MBA, CFP®

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.