-
PERSONALIZED, KNOWLEDGABLE
FINANCIAL PLANNING AND
INVESTMENT ADVICE.
About UsPERSONALIZED,
KNOWLEDGABLE
FINANCIAL
PLANNING AND
INVESTMENT
ADVICE.
LET US BUILD THE FORTRESS AROUND YOUR FINANCES
At Bulwark Capital Management, we believe in building a solid financial plan to lower our clients’ risk without limiting the upside. Rare is the investor, or even financial advisor, who pays close attention to what a market downturn can do to a retirement portfolio. That’s why carefully managing potential losses may be one of the greatest advantages you have to building wealth for retirement. Find out how you can take ZERO risk and still get market gains.*
Get our free guide
Common Cents Investing: Removing the Risk from Your Retirement
LET US BUILD THE FORTRESS AROUND YOUR FINANCES
At Bulwark Capital Management, we believe in building a solid financial plan to lower our clients’ risk without limiting the upside. Rare is the investor, or even financial advisor, who pays close attention to what a market downturn can do to a retirement portfolio. That’s why carefully managing potential losses may be one of the greatest advantages you have to building wealth for retirement. Find out how you can take ZERO risk and still get market gains.*
LET US BUILD THE FORTRESS AROUND YOUR FINANCES
At Bulwark Capital Management, we believe in building a solid financial plan to lower our clients’ risk without limiting the upside. Rare is the investor, or even financial advisor, who pays close attention to what a market downturn can do to a retirement portfolio. That’s why carefully managing potential losses may be one of the greatest advantages you have to building wealth for retirement. Find out how you can take ZERO risk and still get market gains.*
Get our free guide
Common Cents Investing: Removing the Risk from Your Retirement
ABOUT OUR TEAM
The Bulwark Capital team members have more than a decade of experience at well-known financial firms around the country. Dedicated to serving our valuable clients, we are experienced industry professionals who deliver highly personalized, convenient and knowledgeable financial planning and investment advice.
What it means to be a Fiduciary
Being a fiduciary means adhering to the most disciplined duty of care that is recognized by the United States’ legal system. It means eliminating any conflict of interest and doing what is in our clients’ best financial interests at all times. The Bulwark Capital team members have more than a decade of experience at well-known financial firms around the country. Dedicated to serving as fiduciaries, we are experienced industry professionals who deliver highly personalized and knowledgeable financial planning and investment advice.
ABOUT OUR TEAM
The Bulwark Capital team members have more than a decade of experience at well-known financial firms around the country. Dedicated to serving our valuable clients, we are experienced industry professionals who deliver highly personalized, convenient and knowledgeable financial planning and investment advice.
What it means to be a Fiduciary
Being a fiduciary means adhering to the most disciplined duty of care that is recognized by the United States’ legal system. It means eliminating any conflict of interest and doing what is in our clients’ best financial interests at all times. The Bulwark Capital team members have more than a decade of experience at well-known financial firms around the country. Dedicated to serving as fiduciaries, we are experienced industry professionals who deliver highly personalized and knowledgeable financial planning and investment advice.
ABOUT OUR TEAM
The Bulwark Capital team members have more than a decade of experience at well-known financial firms around the country. Dedicated to serving our valuable clients, we are experienced industry professionals who deliver highly personalized, convenient and knowledgeable financial planning and investment advice.
ABOUT OUR TEAM
The Bulwark Capital team members have more than a decade of experience at well-known financial firms around the country. Dedicated to serving our valuable clients, we are experienced industry professionals who deliver highly personalized, convenient and knowledgeable financial planning and investment advice.
ABOUT OUR TEAM
The Bulwark Capital team members have more than a decade of experience at well-known financial firms around the country. Dedicated to serving our valuable clients, we are experienced industry professionals who deliver highly personalized, convenient and knowledgeable financial planning and investment advice.
What it means to be a Fiduciary
Being a fiduciary means adhering to the most disciplined duty of care that is recognized by the United States’ legal system. It means eliminating any conflict of interest and doing what is in our clients’ best financial interests at all times. The Bulwark Capital team members have more than a decade of experience at well-known financial firms around the country. Dedicated to serving as fiduciaries, we are experienced industry professionals who deliver highly personalized and knowledgeable financial planning and investment advice.
Listen to Our Radio Show to Learn About Our Approach to Investing
Every Saturday from 8 am to 9 am on KXL 101 FM News, from 12 pm to 1 pm on FM 97.3 KIRO and AM 770 KTTH, host Zach Abraham provides an overview of what’s going on in the financial markets. You’ll want to listen to find out how important managing risk can be so your investment and retirement portfolio isn’t jeopardized or exposed to large losses. And be sure to visit knowyourriskradio.com to schedule a FREE portfolio risk review. Or sign up here or call 866-779-RISK. Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined risk profile!
Listen to Our Radio Show to Learn About Our Approach to Investing
Every Saturday from 8 am to 9 am on KXL 101 FM News, from 12 pm to 1 pm on FM 97.3 KIRO and AM 770 KTTH, host Zach Abraham provides an overview of what’s going on in the financial markets. You’ll want to listen to find out how important managing risk can be so your investment and retirement portfolio isn’t jeopardized or exposed to large losses. And be sure to visit knowyourriskradio.com to schedule a FREE portfolio risk review. Or sign up here or call 866-779-RISK. Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined risk profile!
Listen to Our Radio Show to Learn About Our Approach to Investing
Every Saturday from 8 am to 9 am on KXL 101 FM News, from 12 pm to 1 pm on FM 97.3 KIRO and AM 770 KTTH, host Zach Abraham provides an overview of what’s going on in the financial markets. You’ll want to listen to find out how important managing risk can be so your investment and retirement portfolio isn’t jeopardized or exposed to large losses. And be sure to visit knowyourriskradio.com to schedule a FREE portfolio risk review. Or sign up here or call 866-779-RISK. Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined risk profile!
Exclusively Partnered with The Todd Herman Show Podcast
Tune into the national podcast of The Todd Herman Show to regularly hear Todd discuss financial planning and risk management with our Principal and CEO, Zach Abraham.
Exclusively Partnered with The Todd Herman Show Podcast
Tune into the national podcast of The Todd Herman Show to regularly hear Todd discuss financial planning and risk management with our Principal and CEO, Zach Abraham.
Exclusively Partnered with The Todd Herman Show Podcast
Tune into the national podcast of The Todd Herman Show to regularly hear Todd discuss financial planning and risk management with our Principal and CEO, Zach Abraham.
SOPHISTICATED FINANCIAL SERVICES WITH A PERSONAL, SENSIBLE APPROACH
Convenience
We offer virtual appointments or in-person meetings. We research and present customized and thorough investment plans that fit your goals and needs on your retirement timeline. We offer sophisticated services with a personal approach.
Sensible Approach
Our investment approach is simple and sensible. Our goal is to educate our clients – arming them with knowledge about what they’re invested in and why. We spend time listening to your needs and goals – constructing a portfolio that is easy to understand and securely positioned for you.
Advanced Technology
We partner with Schwab to offer our clients 24/7 online access to their account information. Clients can view statements, their most recent holdings, and initiate automatic transfers to their personal bank accounts through Schwab Alliance, Schwab’s client portal.
Convenience
We offer virtual appointments or in-person meetings where we come to you. We complete your paperwork and tell you where to sign. We research and present customized and thorough investment plans that fit your goals and needs on your retirement timeline. We offer sophisticated services with a personal approach.
Sensible Approach
Our investment approach is simple and sensible. Our goal is to educate our clients – arming them with knowledge about what they’re invested in and why. We spend time listening to your needs and goals – constructing a portfolio that is easy to understand and securely positioned for you.
Advanced Technology
We partner with Schwab to offer our clients 24/7 online access to their account information. Clients can view statements, their most recent holdings, and initiate automatic transfers to their personal bank accounts through Schwab Alliance, Schwab’s client portal.
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253.799.6416
invest@bulwarkcapitalmgmt.com