Our values give purpose to our work and your success fuels ours.

At TAG, you’re not just joining an organization, you’re adding to it. We believe our people are the heart of the firm and our team-centered office values collaboration and communication where you’re empowered to make a true difference.


Bellingham, WA

Vice President - Wealth Manager

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Core Values

Remind folks that you are grateful for the values that they already demonstrate – and as you grow together and as individuals – it seemed important to articulate/clearly define the values we should all aspire to embody for your clients.

Grace & Empathy

Generosity & Gratitude

Passion & Excellence

Integrity & Pride

We are grateful to have a passionate team that embraces and employs these core values, thus contributing to a more dynamic, enjoyable culture internally, while creating greater outcomes and relationships with our clients.


Generous Paid Time Off

Paid Parental Leave

Company funded 401k contributions

Comprehensive health insurance

Professional development and education opportunities

Flexible work site arrangements

Technology to support your work (laptop & home office accessories)

Support for your philanthropic passions

Every other Friday off

Giving Back

As a firm and as a team of caring individuals, we are deeply committed to the Seattle area, the beloved dynamic city where we live and work.

We consider ourselves fortunate to earn a living among such a vibrant community, whose every triumph we hold dear in our hearts.

We believe strongly in giving back and contributing to our community on a personal and business level. We encourage our team members to offer their time, talent and resources to support the charitable organizations whose missions align with their own passions. Our firm is proud to give our employees time off to fulfill these selfless commitments.