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  2. About
  3. Who We Serve

Who We Serve

Edgecombe & Coplin Wealth Strategies, LLC serves individuals, families and businesses who desire long term relationships built on consistent communication and thorough analysis that allows them to reach their life goals.  We help our clients attain their goals by always “Planning First and Investing Second”.

We provide our services on a Fee Basis. Whether it be building and managing a portfolio, coordinating with your attorney to help arrange an orderly estate distribution plan or helping to financially structure a business succession plan, our clients know we work hard to help address almost any question or concern.

We are very serious about what we do and at the same time have fun with our clients.  For us, it is family.  Our clients engage us to help clarify and prioritize their goals and dreams, and determine how their assets can be efficiently deployed to attain these goals and dreams. Our desire is to help our clients create better futures by providing objective, personalized advice and service.

About

  • Who We Serve
  • The Team
  • Independent Firm
  • Why Choose a CFP®?
  • FAQs
  • Employment Opportunity

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone:  (253) 848-2840
Toll Free: (800) 223-8945
Fax: (253) 848-0207
Email: info@tahomaadvisory.com

424 29th St NE Suite E, Puyallup, WA 98372

Office Hours:
Monday-Thursday: 8:00am-4:00pm
Friday: 8:00am-2:00pm

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Levi Edgecombe and Mike Smolko, are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org  A Registered Investment Adviser Located at 6020 E. Fulton St., Ada, MI 49301. Tahoma Advisory Group is not affiliated with USA Financial Securities.

Levi Edgecombe, Mike Smolko, are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Levi: AK;AZ;CA;CO;CT;FL;GA;ID;IL;MO;MT;NC;NH;NY;OK;OR;PA;TX;VA;WA) (Mike: OK;WA) . For investment advisory services these states include: (Levi: AK;AZ;CA;CO;CT;FL;ID;IL;MO;MT;NC;NH;OK;OR;PA;TX;VA;WA) (Mike: AZ;CA;OK;WA) . Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation

© Copyright 2014 Edgecombe & Coplin Wealth Strategies, LLC. All rights reserved/

Status as a member of the H.S. Dent Advisor Network does not imply a certain level of skill or training.

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