S. Paul Webb

S. Paul Webb

Retirement Planning Specialist

At Retirement Group

I work with high-earning families with a focus on Microsoft executives and partner level engineers. We direct our planning around maximizing employer programs and reducing our clients’ tax burden.   Having a full understanding of the Microsoft compensation and wealth accumulation tools, and knowing how to participate and maximize on these benefits, adds immediate value to our Microsoft clients.

Expect to partner with us to take a holistic look at how your current accounts are positioned, how future flows go into these accounts, and determine if there are areas you are not taking advantage of.

The three main areas I will help add value are in:

  1. Managing assets – is your portfolio built to maximize returns, limit volatility, and be optimized for tax efficient growth and distribution?

  2. Risk management – where are you exposed, and what programs make sense to consider limiting this exposure?

  3. Financial planning – you are doing a lot of good things, but do you know where that will get you?We can show you how you are tracking towards goals and what needs to be done to achieve your goals.

I look forward to the opportunity to help you build, manage and protect your wealth.

Personal:

I've lived in the Seattle area since 1997, graduating from Issaquah High School, and then University Of Washington, with a degree in Economics and Finance.  My wife and I live in Bothell, and have a toddler aged son, Caleb. 

We enjoy the local wine region, and try to frequent some of our favorite wineries in Woodinville.  We also try to get to our vacation home in eastern WA, and enjoy a less congested part of this state.

Honors and Achievements:

  • Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania and multiple years of field experience.

  • Five Star Wealth Manager- Multi Year Winner (2015,2016,2017,2018)(http://www.prweb.com/releases/2015/03/prweb12587063.htm)


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cascade Wealth Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (206) 956-6294
Fax (206) 956-6202
Mobile Phone (425) 466-3529
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