Investor Resources

Sound Investment Strategies, located in Bothell, WA, specializes in personalized financial guidance tailored to help clients navigate complex investment landscapes and achieve financial independence. Led by experienced professionals Jed Sires and Stephen Guss, the firm focuses on safeguarding client goals while building and protecting their assets. Offering a distinct client relationship, Sound Investment Strategies emphasizes transparency in financial management, ensuring clients understand where their money is held and the fees associated with their investments. The firm is registered as an investment adviser in the State of Washington, providing customized strategies to meet the diverse needs of its clientele. Generated from the website

Joe Hollimon is a Licensed Financial Representative with Primerica serving BOTHELL and its surrounding areas.

BY APPOINTMENT ONLY The Bothell, WA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.