Our approach
Integration brings simplicity
We simplify complexity and proactively guide you to better financial outcomes — all in one trusted relationship.
How our integrated approach works
1
Investment strategy built with tax outcomes in mind
2
Retirement and estate planning aligned with your goals
3
Proactive tax planning through Block Maughan & Associates
Guidance that fits
Medical Professionals — You’ve built a career helping others. We help connect investments, retirement, and taxes so your plan works as hard as you do.
Business Owners — From payroll to growth to succession, you need tax-smart wealth planning that keeps you focused on the business.
Couples Nearing Retirement — Simplify your next chapter with one plan that aligns investments and taxes — giving you confidence to enjoy what’s ahead.
Transparent Fees
Our fees are clear and tiered by assets under management (AUM):
Up to $1M: 1.00%
$1M to $3M: 0.80%
$3M to $5M: 0.60%
Above $5M: 0.40%
Tax Preparation Included
Clients of Walla Walla Wealth Advisors can utilize our affiliated tax firm, Block, Maughan, & Associates, for the preparation of their personal and trust income tax returns with (generally) no additional cost associated with that service.