Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education

Awards & recognition

  • The Latitude 48 Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Clint Boxman, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Clint Boxman, Ameriprise Circle of Success Hall of Fame, 2017, 2018, 2019, 2020, 2021, 2022
  • The Latitude 48 Group, Ameriprise Client Experience Award, 2023
  • Clint Boxman, Forbes Top Next-Generation Wealth Advisors, 2018,2022
  • Clint Boxman, Forbes Best-in-State Wealth Advisors, 2021-2022
  • Bim Prince, Ameriprise Circle of Success , 2017, 2018, 2019, 2020
  • Clint Boxman, Five Star Wealth Manager, 2013-2017, 2021-2024
  • Braden Johnson, Five Star Wealth Manager, 2022-2024

Community participation

Kingston - North Kitsap Rotary - Clint Boxman, Past President 2012-2013 & 2015-2016

Bainbridge Island Rotary - Braden Johnson

Kingston Chamber of Commerce - Patron Chamber Member - Clint Boxman & Ryan Bradley

Poulsbo Chamber of Commerce Member -Ryan Bradley

Village Green Foundation - Clint Boxman, Former Board of Directors