Steilacoom Investments

Welcome to Steilacoom Investments! Steilacoom Investments provides investment and insurance solutions to affluent investors, generally retirees or preretirees with a minimum account balance of $250,000. By focusing on the needs of this particular demographic, we strategically manage our time providing an old-fashioned, best-in-class client service experience. Between Magnus and Josh, we offer our clients guidance based upon 33 years of combined registered investment experience through both smooth and rough waters in servicing our clients’ accounts per their individual and unique objectives. Our office is located in historic downtown Steilacoom on the scenic shores of South Puget Sound, and we have been independently owned since 2009. After working for a large financial institution for many years, we chose to open our own storefront empowering us to better serve our clients and not be distracted by corporate visions and objectives that didn’t fit the needs of our clientele. In addition, we gained access to modern and powerful technology that enables us to provide the type and level of reporting necessary for an affluent investor’s needs. If you feel that your dollars could be more efficiently managed, or if you are a sophisticated investor who appreciates the benefit of a sounding board prior to making key decisions, we encourage you to schedule a complimentary consultation.

Address: 208 Wilkes Street Steilacoom, WA 98388, USA

Phone: +1 253 582 5225
FAX: +1 253 588 1370