As a valued client of Homestreet Bank, along with your family if desired, you are eligible for a complimentary, no-obligation consultation from Prevail Wealth Management.
This complimentary consultation will include a portfolio analysis to determine if you have the appropriate investments and diversification for your specific situation. You’ll also be provided with a concise, personalized financial plan.
If you already have a plan, getting a second opinion is a great way to get a financial wellness checkup. We’ll review your plan and investment strategy to see if it’s in line with your risk tolerance and financial goals.
To get started, please fill out the short form in the window below. At the end of your entires, you will be presented with the ability to schedule an initial 15 minute phone call with Amy.
If you have any questions, please don't hesitate to call our office at 425-448-1818
We look forward to working with you,
-The Prevail Team