financial advisor in Olympia Marty Paterson
402 S. Capitol Way
Olympia, WA 98501
Your message has been sent to Marty Paterson. We look forward to being in touch.
Contact mePlease complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Olympia, Tacoma and Hoquiam areas. I started in the financial industry in 2007 as a financial advisor. California Insurance License #0I49209.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I am a board member of the Salvation Army, and in my free time, I enjoy hiking, traveling and motorsports.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office402 S. Capitol Way
Olympia, WA 98501
Secondary office2317 Pacific Ave
Tacoma, WA 98402
Secondary office9310 Bridgeport Way S.W.
Tacoma, WA 98498
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.