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Stolz & Associates
Stolz & Associates was founded in 1995 by David Stolz in Tacoma, Washington, as a locally focused financial advisory and wealth management practice.
Stolz & Associates
Stolz & Associates was founded in 1995 by David Stolz in Tacoma, Washington, as a locally focused financial advisory and wealth management practice. Unlike large wirehouse teams, the firm's operating model is built around a single-principal relationship structure, with Stolz personally advising clients on retirement planning, investment allocation, and tax-sensitive distribution strategies. The client base draws primarily from the South Puget Sound business community, with an emphasis on closely held business owners navigating exit and succession events. The firm's investment approach integrates portfolio construction with tax planning and estate coordination, operating in the registered investment adviser channel. Stolz & Associates constructs client portfolios using a mix of individual equity and fixed-income securities alongside third-party managed products and mutual funds, with allocation decisions steered by client-specific liquidity needs and risk tolerance rather than a centralized model portfolio. The geographic footprint concentrates on Pierce County and the greater Tacoma metro area, with secondary reach into King and Thurston counties. The practice maintains a lean structure, with David Stolz as the named investment adviser representative and primary relationship manager, supported by a small administrative team. The firm operates from its Tacoma headquarters without satellite offices, reflecting a deliberate posture of geographic concentration rather than regional expansion. No adjacent philanthropic vehicles, club memberships, or operating-company relationships are publicly associated with the firm. The key structural differentiator for Stolz & Associates is its longevity under a single adviser in a secondary market — a stability metric that matters in trust-driven wealth management. As consolidation pushes independent advisers into aggregator platforms, the firm's three-decade standalone continuity represents an increasingly uncommon governance posture in the Pacific Northwest advisory landscape.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tacoma
Corporate office
Tacoma, WA, United States
Principals
David Stolz
Founder & President
Sector focus
Frequently asked questions
Who runs investment decisions at Stolz & Associates?
David Stolz, the firm's founder and president, acts as the primary investment adviser representative and makes all portfolio allocation and security selection decisions. Stolz has led the practice since its founding in 1995. The firm does not employ a separate chief investment officer or investment committee structure.
Is Stolz & Associates structured as a single-family office or a multi-client advisory?
The firm operates as a multi-client registered investment adviser serving individuals, families, and business owners, not a single-family office. Its client base is drawn primarily from the Tacoma and South Puget Sound business community. The practice does not pool family capital or operate direct-investment vehicles.
Does Stolz & Associates participate in direct deals or fund commitments?
The firm's investment approach centers on publicly traded securities, fixed income, and third-party managed products. There is no public record of direct private-market co-investments, SPVs, or closed-end fund commitments. The practice operates in the wealth management channel rather than the institutional alternatives space.
What investment approach does Stolz & Associates use for business owners?
The firm emphasizes tax-aware portfolio construction and distribution planning for closely held business owners, with particular attention to liquidity events and succession transitions. Investment allocations are customized to each client's post-exit cash-flow needs rather than driven by a centralized model portfolio.
How is Stolz & Associates governed, and what is the succession plan?
David Stolz is the sole named principal and investment decision-maker, with no publicly identified successor or junior partner structure. As the firm approaches its fourth decade under a single adviser, the absence of a disclosed continuity arrangement is a relevant factor for long-term client planning.
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