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 * Home
 * Company
   * Why Us?
   * Meet Your Team
   * Our Process
 * Services
   * Overview
   * Financial Planning
   * Investment Management
   * Estate Planning
   * Retirement Planning
 * Resources
   * FAQ
   * Videos
   * News & Links
 * Contact

Client Login
Our office will be collecting donations from Dec 1-31 for non-perishable items
to send to the Thurston County Food Bank.
 * Home
 * Company
    * Why Us?
    * Meet Your Team
    * Our Process

 * Services
    * Overview
    * Financial Planning
    * Investment Management
    * Estate Planning
    * Retirement Planning

 * Resources
    * FAQ
    * Videos
    * News & Links

 * Contact

Client Login
 * 
 * 
 * 




INDEPENDENT | FIDUCIARY
FINANCIAL ADVISOR

Located in Olympia, WA.

Let's Begin




COMPREHENSIVE WEALTH MANAGEMENT


PLANNING

Our dynamic approach is based around your goals, dreams and family mission.  Our
process is thorough, comprehensive and built for you.


INVESTMENTS

A distinctive approach, backed by our experienced qualifications.


ESTATE

We weave highly skilled estate and wealth transfer consulting directly into your
unique plan.


RETIREMENT

A customized retirement income strategy.


AS A FIDUCIARY, WE PROVIDE INDEPENDENT, UNBIASED ADVICE.

Integrity is a core value. Being independent and a fiduciary is the highest
ethical standard in our industry. Our personal fiduciary standard goes beyond
“best interest” - we want to be stewards of our clients’ success.

Why Us




JOHN KILEY


MARTY JUERGENS


MARK BOYER


BOB HECK


TIM HUME


CARLY BECKER


KELLY HARRISON


ALISON OLSON


AMANDA MAY


ROBERTA MCGILL


KAYCIE TAGAVILLA


JEN RYAN

--------------------------------------------------------------------------------


WEALTH MANAGEMENT BUILT FOR YOU.

We are a boutique wealth management firm, with expertise that we believe gives
our clients an advantage. We personally invest our clients’ portfolios, with the
aim of preserving and growing wealth by minimizing potential risk over time.

Our Services


80+


YEARS OF COMBINED TEAM EXPERIENCE


OUR ALLIANCES




FREE FINANCIAL REVIEW

We offer a complimentary review meeting to describe our services, and to see if
what we offer is right for you.

Let's chat

 * Client Login
 * ADV
 * KJWM Form CRS
 * Osaic Form CRS



Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment
advisory services offered through Kiley Juergens Wealth Management, LLC., an SEC
registered investment adviser. Osaic Wealth, Inc. is separately owned and other
entities and/or marketing names, products or services referenced here are
independent of Osaic Wealth, Inc. This communication is strictly intended for
individuals residing in the states of AK AZ CA IA ID IN MA MN NM OR PA TX WA. No
offers may be made or accepted from any resident outside the specific state(s)
referenced. Osaic Wealth, Inc. does not provide tax or legal advice.

To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
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