A more connected way to manage your financial life
We promise clarity, confidence, and peace of mind.
Your financial life shouldn’t feel fragmented. We combine investment management with comprehensive tax planning to give you clarity, confidence, and peace of mind. No handoffs. No missed signals. Just one integrated strategy.
What we do
Wealth
management
We help you build a plan that aligns your money with your goals. From balancing risk and growth to making sure your investments stay on track, we create strategies that give you confidence in the future while supporting the life you want to live today.
Proactive
tax planning
We constantly look ahead to uncover opportunities, reduce liabilities, and keep more of your money working for you. Smart tax planning is one of the most powerful tools to grow and preserve your wealth. Our team’s deep expertise in tax planning is one of our most clear and tangible differentiators.
Retirement, estate & business-entity planning
Preparing for what’s next means more than saving for retirement. We help you design a clear path forward — from setting up retirement accounts to creating estate and business-entity plans that protect your assets and your loved ones. It’s about leaving a legacy with intention.
Coordination with your other trusted professionals
Your financial life doesn’t happen in a vacuum. We coordinate with your attorney, accountant, and other advisors so every piece of your plan works together. That way, you get seamless guidance and the confidence that nothing important falls through the cracks.
Who we help
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.
Cost & value
Wealth Management Fees (AUM-based)
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.