Advisor at Sawston Wealth Management LLC
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Firm
Sawston Wealth Management LLC
Location
Olympia, WA 98501
Credentials
Series 63, Series 65
Industry experience
21 years
Colleen Gillespie is a financial advisor with Sawston Wealth Management LLC in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Sawston Wealth Management since 2015. Outside of her advisory role, Gillespie serves as Chair of the Board of Trustees for Capital Medical Center, is a Pastoral Council Member at St. Michael Parish, and has held leadership roles with the Rotary Club of Olympia. Sawston Wealth Management provides advisory services to individuals, pension plans, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, financial planning, and an algorithm-based platform called SawstonDirect. The firm combines fundamental, cyclical, and quantitative analysis with modern portfolio theory and operates a hybrid model of traditional and automated investment management.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,000+: 0.85%
$250/hour for pension consulting and financial planning
1018 Capitol Way S, Suite 203
Olympia, WA 98501
Washington
Sawston Wealth Management LLC
2015 - Present (11 years)
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