YOUR DREAM. YOUR SPACE. YOUR WAY.
Strategic Financial Planning & Wealth Management
Personalized strategies to grow, protect, and manage your wealth, aligning financial goals with life aspirations for long-term success.
Meet the Team of Professionals
Wealth Managers provide a comprehensive, strategic approach to financial planning that helps downsizing homeowners to preserve and grow their wealth while creating a lasting legacy for their children and grandchildren. By considering the full spectrum of assets—from real estate to investments to retirement funds—Wealth Managers tailor strategies that not only secure a stable financial future, but also support tax-efficient wealth transfer and legacy building. Unlike traditional financial advisors or stockbrokers, who primarily focus on investments or transactional advice, Wealth Managers offer holistic, long-term guidance that integrates estate planning, tax optimization, and asset protection into a unified, customized plan designed to adapt to each client’s unique needs and goals. Please contact a Wealth Manager to get started on your legacy management now.
Stephanie Bruno
Mission Wealth, a Registered Investment Advisory Firm (RIA)
Partner and Senior Wealth Advisor, Investment Management, Financial Planning, Risk Management, Tax Strategy Solutions
1420 5th Ave Suite 2200 Seattle WA 98101
720 881 8805
Tarek McAlee
Mercer Advisors in Key Bank Building
Estate Planning, Trustee Services, Tax Planning and Preparation, Financial Planning, Insurance Solutions
10655 NE 4th St Suite 810 Bellevue WA 98004
888 642 4636
Rich Bardue
Northsound Wealth Management
Managing Director, Senior Financial Advisor, Certified Financial Planner
9623 32nd St SE Suite D103 Lake Stevens WA 98258
425 609 8705
Chris Dime
Dime & Associates
Estate & Legacy Coordination, Investment Management, Retirement Planning, Insurance Review, Tax Reduction
123 2nd Ave S Suite 230 Edmonds WA 98020
206 333 4235
Your Downsizing Solution Starts Here
Take the first step toward a stress-free downsizing experience. Let’s create a personalized plan for you!
Downsizing can be a challenging journey, but you don’t have to do it alone. We’ve partnered with trusted professionals who specialize in every step of the process, from organizing and estate liquidation to junk removal and moving services. Our mission is to make your downsizing experience smooth and stress-free.
If you’d like to connect with the right professionals right away, I’m here to help! Reach out to me directly, and I’ll personally assist you in getting in touch with the experts you need. Let’s get started today!
Sage Sanders
Managing Broker
Coldwell Banker Danforth Seattle & Everett
425-333-1315
Ready to start your downsizing journey?
If you're ready to simplify and find a more manageable space, I'm here to help you every step of the way. Whether it's selling your current home or finding the ideal smaller space, I’ve got the expertise to make the process smooth and stress-free.
Fill out the form below, and I’ll reach out to discuss how I can assist with your downsizing needs.
Need immediate assistance? Call or text me anytime at 425-333-1315 – I’m here for you!
Let’s make your downsizing experience a positive one!
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