Conestoga Wealth Partners LLC

Conestoga Wealth Partners LLC is a Wealth Management firm in Gig Harbor, WA. The practice focuses on financial planning built around specific life goals, including retirement, business succession, and legacy. Services offered include retirement guidance, business and succession planning, legacy and estate planning, income and tax planning, multigenerational planning, and investment management. The firm emphasizes a question-based approach, seeking to understand what financial success means to each client before developing a strategy. This includes determining when work becomes optional and how wealth should be stewarded by the next generation. The team offers more than 100 years of combined experience in helping clients navigate careers, retirements, and legacies. The firm holds a 5.00 rating based on customer reviews.

The firm’s history traces back to 2010, when the founders recognized a continued need for dependable financial guidance. The name Conestoga references the historical wagon used by families traveling west, symbolizing the transport of hopes and assets into the future. Today, the practice combines specialized knowledge from larger firms with the personalized service of a small business. The team includes AJ Thibeault, CFP, as Managing Partner, and Klaudia Conradt, a Financial Advisor and Portfolio Manager who joined in 2021 after 25 years with UBS Financial Services. Other partners include Conner Hartmann, CFP, CPWA, and support staff such as Susan Simmons, Client Experience Coordinator, and Monika Gerspacher, Client Service Associate. The firm operates on a fiduciary basis, providing straightforward advice rooted in the client's specific values and goals. They also publish a monthly newsletter covering financial insights and local events.

Located at 3226 Rosedale St NW #200, the office is situated in a coastal area of Gig Harbor. It is located less than a mile from Skansie Brothers Park and the Jerisich Public Dock. The firm is also within a short distance of Pioneer Way, Harborview Drive, and the United States Post Office. This placement puts the practice in close proximity to the water and local community landmarks.

Conestoga Wealth Partners LLC stands out in the Gig Harbor area for its fiduciary approach and extensive team experience. The firm is known for tailoring financial plans to the specific life circumstances of each client, whether that involves retiring peacefully, transitioning a business, or preparing heirs for stewardship. With a perfect 5.00 rating, the firm has earned a positive reputation from the customers who have reviewed its services.

Conestoga Wealth Partners LLC brings a unique blend of historical inspiration and modern financial expertise to Gig Harbor, WA. By focusing on the person behind the plan, the firm ensures that financial strategies align with the client's definition of a life well-lived.