Prism Capital Management

Prism Capital Management (A Fortis Financial Group Company) is a certified fiduciary financial advisor proudly serving clients in the Pacific Northwest.

[Prism Capital Management @PrismCapitalMan]

We’re excited to announce that Prism Capital Management and Prism Tax & Accounting Services have officially relocated from Mount Vernon to a brand-new office in Burlington!

New Address:
1912 S Burlington Blvd, Suite A
Burlington, WA 98233

https://t.co/kNxe2SgI0S

[Prism Capital Management @PrismCapitalMan]

Prism Capital Management was honored to be recognized as the Best Financial Planner in Mount Vernon for 2024 by Business Rate.

https://t.co/exSRBA2odS

#fiduciary #mountvernon #burlington #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

Prism Tax and Accounting Services is seeking to hire a detail-oriented and organized individual to join our team as a Bookkeeping and Office Operations Support.

https://t.co/kFMYn81MiT

#tax #accounting #bookkeeping #anacortes #skagit #skagitvalley #prismtax #prismcapital

[Prism Capital Management @PrismCapitalMan]

John Baker CPA is passing the baton of 35+ years of tax services in Anacortes, WA to Dieter Drews JD, founder and CEO of Prism Tax and Accounting Services LLC.

https://t.co/yyJPqwEJeu

#tax #accounting #cpa #anacortes #burlington #mountvernon #skagit #skagitvalley

[Prism Capital Management @PrismCapitalMan]

@drsam Hey Sam. Get ahold of me next time you're up here. Right in my backyard.

[Prism Capital Management @PrismCapitalMan]

#HappyLaborDay from Prism Capital Management, LLC! We take a moment today to celebrate the contributions of workers across industries who make our nation thrive!

https://t.co/exSRBA2odS

#laborday #fiduciary #financialadvisor #skagit #snohomish #seattle #whatcom #prismadvisor

[Prism Capital Management @PrismCapitalMan]

2023 is shaping up as an action-packed year for tax and financial planning maneuvers.

Read Our Insights HERE:
https://t.co/dOgAwG8yeD

#fiduciary #financialadvisor #mountvernonwa #burlingtonwa #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

Our integrated services are geared to optimize your investments while saving you time and undue stress.

https://t.co/exSRBA2odS

#fiduciary #financialadvisor #mountvernonwa #burlingtonwa #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

What estate planning means specifically for you depends on your age, health, wealth, lifestyle, life stage and your ultimate goals.

https://t.co/sZmNmWFNb2

#financialadvisor #fiduciary #retirement #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

Whether you’re just starting your 401k plan or want to easily roll over your existing retirement plan, you may want to look at our #AVMA 401k Group Retirement Plan.

https://t.co/dBYuo8iNTW

#financialadvisor #fiduciary #skagit #snohomish #seattle #whatcom #prismcapital

[Prism Capital Management @PrismCapitalMan]

Inflation is a topic that often grabs headlines and sparks concern among investors. However, it’s important to understand that not all inflation is bad for your financial well-being.

https://t.co/7dwRWKp3bO

#skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

Our integrated services are geared to optimize your investments while saving you time and undue stress.

https://t.co/exSRBA2odS

#fiduciary #financialadvisor #mountvernonwa #burlingtonwa #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

With the economy stronger than expected and inflation cooling fast, it’s a Goldilocks economy, and the outlook for 2024 is brightening.

https://t.co/h9S17ftpOD

#fiduciary #financialadvisor #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

Is the Federal Reserve done with raising interest rates?

Read Our Insights HERE:
https://t.co/OFh8Hwpkc7

#fiduciary #financialadvisor #investment #retirement #mountvernonwa #burlingtonwa #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

From all of us at Prism Capital Management we wish you a happy and safe #4thofJuly!

#freedom #july4th #4thofjuly #independenceday #family #america #usa #fiduciary #financialadvisor #investment #retirement #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

Getting a second opinion is the best way to align your current strategy with your future financial goals.

https://t.co/m1Gv6vonF6

#fiduciary #financialadvisor #investment #retirement #mountvernonwa #burlingtonwa #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

When a spouse, parent, sibling, or other loved one dies, administering their estate becomes the responsibility of a family member or professional.

https://t.co/sh37TlCRYO

#estateplanning #mountvernonwa #burlingtonwa #skagit #snohomish #seattle #whatcom #prismcapital

[Prism Capital Management @PrismCapitalMan]

The American Veterinary Medical Association (AVMA) is now offering a new 401k group retirement plan for AVMA members.

https://t.co/dBYuo8jlJu

#avma #veterinarian #mountvernonwa #burlingtonwa #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital

[Prism Capital Management @PrismCapitalMan]

Over the year, inflation is expected to average about 4.1%. Over the next three- and five-year periods, the inflation rate is expected to come closer to the Federal Reserve’s target of 2%.

https://t.co/DoiU6DSqck

#financialadvisor #fiduciary #skagit #snohomish #seattle #whatcom

[Prism Capital Management @PrismCapitalMan]

Wishing everyone a meaningful #MemorialDay filled with gratitude and remembrance. Join @PrismCapitalMan as we honor and salute our heroes who made the ultimate sacrifice.

#rememberingheroes #mountvernon #burlington #skagit #snohomish #seattle #whatcom #prismadvisor #prismcapital