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Celebrating our 20th anniversary!

Serving the wealth management needs of individuals and their families since 1997.

Our Firm

Our firm serves the wealth management needs of individuals and their families.  We are client-centric, providing comprehensive financial planning, investment management and other services tailored to your unique needs.  Our firm is a fiduciary and fee-only…always

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Our Team

Our team of highly trained, experienced and ethical professionals is dedicated to meeting your unique needs.  Whether they are simple or complex, we welcome the opportunity to become a member of your team, collaborating with your other advisors if desired by you.

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Our Services

Our wealth management services include comprehensive financial planning, investment services and other services, like a private client website. Recognizing that you and your family have unique needs, we tailor our
services to you.    

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Disclosures

Click on the links below to find out more
about Asset Planning & Management's
Form ADV Part 2, Privacy Policy
and Disclosure Statement.

Form ADV Part 2

Privacy Policy

Disclosure

Company Info

Asset Planning & Management, Inc.

422 West Riverside Ave. Suite 722
Spokane, WA 99201
Phone: 509-838-4175 or 888-864-8827
Fax: 509-838-4206
Email: info@assetplanning.com