Our philosophy is built upon the legacy and teachings of Paul Capeloto. Growing up with a father like Paul gave me invaluable insight into financial advising—his unwavering principles continue to shape the strategies we use today.

Paul's career was a testament to his passion for finance and his deep commitment to those he served. A proud graduate of the University of Washington’s Foster School of Business, he began his journey as a Certified Public Accountant at Moss Adams, developing a profound understanding of financial complexities. But his true calling lay in guiding others, leading him to transition into financial advising—a field where his expertise, empathy, and client-first approach set him apart.

Paul believed that financial advising was more than numbers; it was about understanding people—their dreams, challenges, and aspirations. His dedication stemmed not only from professional expertise but from a genuine desire to help others navigate life’s financial landscape with confidence and security.

Beyond his professional life, Paul embraced the joys of a well-balanced life. An avid golfer and tennis player, he found fulfillment in both competition and camaraderie. He had a deep appreciation for fine wine, lively games of dominoes, and the simple pleasure of time spent with loved ones. His love for animals and unwavering commitment to family and friends reflected his compassionate nature and the values he held dear.

Paul’s impact extends far beyond financial success—his true legacy lies in the lives he touched, the trust he built, and the wisdom he shared. He was more than an advisor; he was a mentor, a friend, and a guiding light. His warmth, integrity, and dedication will always be remembered, inspiring us to carry forward his vision and values.