Experience you can trust

[ WHo WE ARE ]

At Agate Pass Investment Management, integrity and fiduciary care are at the core of what we do. Our team averages more than 30 years of portfolio management experience, combining deep expertise with personal, relationship-focused service.

As a fee-only firm, our success is directly tied to yours and every client receives the thoughtful, attentive partnership they deserve.

“I don’t worry too much about my account because I know it’s in capable hands — and that means a lot to me.”


- Ellen L, Client since 2012

⤷ Full Client Story

Let’s Talk

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