Tumwater Wealth Management

www.tumwaterwealth.com

The Tumwater Canyon is a river canyon in the state of Washington near where Ben Warren spent his childhood. In addition to its calm swimming holes and beautiful scenery, the Tumwater Canyon is famous for its Class V Rapids. The American Whitewater Association defines Class V rapids as “Extremely long, obstructed, or very violent rapids which expose a paddler to added risk. Drops may contain large, unavoidable waves and holes… Rapids may continue for long distances between pools, demanding a high level of fitness…Proper equipment, extensive experience, and practiced rescue skills are essential..” They are the type of experience that is dangerous to take on alone, but an experienced guide can take you through the dangers to places most people only dream of seeing. "We can’t think of a better metaphor for long term investing." We believe that real wealth – an income you do not outlive and a significant legacy to your heirs - is achievable for regular people. We believe that achieving real wealth is not driven primarily by investment performance but by investor behavior – making the right decisions at the critical moment. We believe good investor behavior is primarily a function of making a lifetime financial plan and sticking with it, ignoring the fads and fears of the moment. We invest with a buy and hold, long term investment strategy formulated based on a comprehensive financial plan. We do not attempt to time the highs and lows of the markets or individual investments. Comprehensive Financial Planning For: -Retirement -Risk Management -Education -Estate Planning -Parental Support -Cash Management -Corporate Retirement Plan Management -Long Term Investment Capital Management

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The Tumwater Canyon is a river canyon in the state of Washington near where Ben Warren spent his childhood. In addition to its calm swimming holes and beautiful scenery, the Tumwater Canyon is famous for its Class V Rapids. The American Whitewater Association defines Class V rapids as “Extremely long, obstructed, or very violent rapids which expose a paddler to added risk. Drops may contain large, unavoidable waves and holes… Rapids may continue for long distances between pools, demanding a high level of fitness…Proper equipment, extensive experience, and practiced rescue skills are essential..” They are the type of experience that is dangerous to take on alone, but an experienced guide can take you through the dangers to places most people only dream of seeing. "We can’t think of a better metaphor for long term investing." We believe that real wealth – an income you do not outlive and a significant legacy to your heirs - is achievable for regular people. We believe that achieving real wealth is not driven primarily by investment performance but by investor behavior – making the right decisions at the critical moment. We believe good investor behavior is primarily a function of making a lifetime financial plan and sticking with it, ignoring the fads and fears of the moment. We invest with a buy and hold, long term investment strategy formulated based on a comprehensive financial plan. We do not attempt to time the highs and lows of the markets or individual investments. Comprehensive Financial Planning For: -Retirement -Risk Management -Education -Estate Planning -Parental Support -Cash Management -Corporate Retirement Plan Management -Long Term Investment Capital Management

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Idaho

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City (Headquarters)

Boise

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Employees

1-10

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Founded

2019

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