Team profile

Personalized financial and investment strategies

 Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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
  • 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
  • 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, 2021-2023
  • Braden Johnson, Five Star Wealth Manager, 2022-2023

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