BAINBRIDGE, WA

Built for the people we know by heart

We’re a small, independent firm built on lasting relationships. We’re locally owned, rooted in the Pacific Northwest, offering deeply personal financial guidance that big firms simply can’t match.

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[ About ]

This isn’t just investing.
It’s a relationship that grows with you.

At Agate Pass, we get to know your life beyond the numbers and build custom investment strategies designed to align your goals and resources.

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Two men sitting on a couch, smiling and conversing, in a well-lit room with large windows and green plants in the background. 
[ WHAT WE DO ]

Depth of Service

Investment Management

Thoughtful portfolios built for the long term

We build custom portfolios using individual securities, designed for long-term growth, tax efficiency, and alignment with your goals, not off-the-shelf models.

Financial Planning

We take a holistic approach to your financial life, helping you plan for retirement, education, business transitions, and life’s next chapter with clarity and confidence.

A clear plan for the life you’re building

360° Advisory

High-touch guidance across your financial world

We coordinate every aspect of your financial life with a 360 degree approach - investment, tax, estate, and insurance - working closely with your CPA and other advisors to ensure alignment as life evolves.

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  • “In the 20 years that we have relied on Agate Pass’s services, we have been pleased by their attention to details, their steady focus on strong financial assets, their long-term outlook, and their disdain for “flavor-of-the-month” investing. Agate Pass keeps us well-informed on their investment strategies with both our financial goals and our risk tolerance in mind. They are as easy to reach as friends, always open to questions and discussion of our evolving needs.”

    Paul & Lynn, Clients since 2005

  • “You treat clients like family and go beyond just the money.  Agate Pass makes it easy to talk about other things, and that helps you improve our financial planning.  I like that you are more of a boutique, not a big corporation.  I’m relieved to know that you are watching the markets and my money, so I don’t have to be affected by all the daily fluctuations!”

    A.N, Client since 2018

  • "Several times over the past years I have felt very cared for by the Agate Pass team. Whenever I am on Bainbridge and stop into the office to gather information or ask a question, I am always treated as an old friend and made to feel welcome even if I don’t have an appointment.

    Jackie, Client since 2019

Let’s Talk

Let’s start a conversation about how our personalized approach to wealth management can help you achieve what matters most.