Ridgeline Wealth Advisors, LLC
At Ridgeline Wealth Advisors our mission is to provide resources and guidance to help our clients achieve financial serenity which will, in turn, allow them to pursue their dreams. We provide financial education and advice to individuals, families, and businesses without setting minimum asset limitations. We are a fee-based Registered Investment Advisor firm.
Our services include the following:
* Portfolio management
* Account aggregation
* Socially responsible investment strategies
* Retirement planning
* Financial planning
* College planning
* Cash flow management and budgeting
* Individual retirement accounts (IRAs) and employer-sponsored plans
* Insurance – life, disability, long-term care, and Medicare supplement policies
Stacey A. Mishler is a Chartered Retirement Planning CounselorSM. She has an MBA with a dual concentration in accounting and financial management. Stacey is a member of the Financial Planning Association (FPA) and Sigma Beta Delta.
Located on the corner of 8th and Chase in Port Angeles.