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925 Fourth Avenue Seattle, WA 98104

(206) 664-8850
TheLombardoPearceGroup@rwbaird.com
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Investing As Part Of A Plan

Our objective is to help simplify complexity whenever possible, to make the confusing comprehensible, and to view today’s decisions in light of their long-range consequences.

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Our Purpose

Our Purpose

We invest in order to advance our clients’ financial health and their ability to attain their lifetime goals.  We strive to ensure that clients can benefit from rising markets, and maintain emotional comfort during difficult times. We help clients to be well prepared for occasional adverse developments through communication and education.

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Growing assets over time is a repetitive process of savings, investing, and exercising discipline and patience.

Market Insights

Market Insights

Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans

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SECURE Act 2.0: What It Means for Your Retirement

SECURE Act 2.0: What It Means for Your Retirement

The newly passed bill offers changes to RMDs, new Roth rules and other tactics to take advantage of.
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Take the Headaches Out of Tax Season

Take the Headaches Out of Tax Season

How to make your life go a little bit smoother as you prepare your returns during the coming tax season.
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Meet Our Team

Tom Lombardo

Tom Lombardo

Senior Vice President | Certified Private Wealth Advisor® | Financial Advisor

Shelley Pearce

Shelley Pearce

Senior Vice President | Certified Private Wealth Advisor® | Financial Advisor

Kirsten Kunkel

Kirsten Kunkel

Assistant Vice President | Certified Financial Planner® | Financial Advisor

Tiffany Lally

Tiffany Lally

Client Assistant

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