Marty Paterson | Financial Advisor | Olympia, WA | U.S. Bancorp Wealth Management

Marty Paterson

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
402 S. Capitol Way
Olympia, WA 98501
Let's Connect

Thank You

Your message has been sent to Marty Paterson. We look forward to being in touch.

Contact me

Complete this form and Marty Paterson will contact you to discuss your needs.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

About me

It is my pleasure to serve the financial needs of people in the Olympia, Lacey, Hoquiam, Lakewood and Tacoma areas. I started in the financial industry in 2007 as a Wealth Management Advisor. California Insurance License #0I49209.

I want to make managing your finances as easy as possible for you. As your Wealth Management 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

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.