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Empowering clients with financial tools to create their ideal life and legacy.
April 12, 2017


What’s the Fuss Over Fiduciary Status, and Why Should You Care?
by Colleen Gillespie, CTFA, AIF®

It’s no secret that the financial services industry is laden with jargon and confusing terms. But for the past few years, the term fiduciary has been a big part of the national conversation regarding […]

Market News

Our Recipe for Building Your Portfolio

by Lorri DeFoor

If you spend time looking at your statements from the investment accounts that we manage for you here at Sawston Wealth Management, LLC, you may notice that for many months of the year, there isn’t much trading happening in your portfolio. Then, occasionally, you might see […]


Get your Golf Game in Shape!
Join us for a golf clinic and luncheon on Tuesday, April 25 at Olympia Country and Golf Club at 11:30 a.m. RSVP to info@sawstonwealth.com, or call (360) 464-2025. Bring a guest!
Are your Finances Feeling Ill?
Join us for a seminar presented by Lorri DeFoor Thursday, April 27 at Forrey's Forza in Lacey at 6:00 p.m. RSVP to lorri@sawstonwealth.com. Light snacks will be provided.
SawstonDirect

Visit SawstonDirect, our automated portfolio option

by Emily Lang

Last year, we announced the launch of SawstonDirect, our automated investment platform in response to the needs of a growing sector of new investors. This platform offers […]
 
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Contact Us:
2010 Caton Way SW, Suite 204
Olympia, WA 98502
(360) 464-2025 (o)
info@sawstonwealth.com

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Sawston Wealth Management, LLC is a registered investment adviser in the State of Washington. We may not transact business in states where we are not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.






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Sawston Wealth Management, LLC · 2010 Caton Way SW · Suite 204 · Olympia, WA 98502 · USA

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