Stapp Wealth Management

Stapp Wealth Management

Gregory Stapp launched the firm in 1996 as a fee-only fiduciary practice in Olympia, Washington. He brought a dual lens — CPA/PFS and CFP® — to wealth management, a combination he had been refining since 1985. The firm remains a family-run operation; Thomas Stapp joined in 2017 to guide investment research and client planning, while Becky Stapp handles trading and client interactions. Together they advise individuals, high-net-worth families, and retirement accounts. Stapp manages client assets through personalized portfolios built on market research, with an explicit integration of tax planning and retirement strategy. The firm is an SEC-registered investment advisor and states it transacts business only where registered or exempt. Rather than running commingled funds, Stapp constructs bespoke portfolios — the investment management service sits atop a tax-strategy and financial-planning foundation. No individual portfolio companies are publicly named, and the firm does not disclose a deployment pace or asset-class allocation. With five professionals listed, including two in public-relations support roles, the team remains compact and service-focused. The firm publishes quarterly market reviews and client-facing webinars, suggesting an active effort to keep its base of $500,000-and-above clients informed. No adjacent vehicles, club memberships, or philanthropic arms are disclosed. The firm's reach is concentrated in Washington state, where it is registered. Tax integration is the operating thesis. Gregory Stapp's CPA background means investment decisions are filtered through a tax-efficiency mandate, a posture that separates the firm from planning-light wealth managers. Succession architecture is visible with Thomas Stapp's role in research and Becky Stapp's in operations, though the firm has not articulated a formal transition plan.