Erickson Wealth & Tax Management Services

We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Erickson Wealth & Tax Management creates value for our clients resulting in tailored retirement solutions that cater to their individual needs, goals and vision.

If you would like to have a conversation about your retirement strategy, please contact us online or call our office at (206) 284-9900. We can schedule a time and location that’s convenient for you. There’s absolutely no cost or obligation.

Our 4-Step Process

“Unfortunately, the one question I hear most from people I meet with is: Will I run out of income during retirement? The good thing is, I can tell them I have the knowledge and tools that can help estimate their retirement income based on their current strategy.” – Curtis Erickson, CPA®, Erickson Wealth & Tax Management