22500 SE 64th Pl, Ste 240,
Issaquah WA, 98027
Office: (425) 429-3031

Helping Clients Maximize their Equity Compensation Programs

WestStar Prosperity Partners in Issaquah work primarily with business professionals and executives in the Pacific Northwest and across the USA. Many are heavily compensated through company stock, and they choose us because they’re concerned about making the most of the opportunities their efforts have afforded them, and with finding a clear path through all of the complexities, tax burdens, and concentrated stock risks.

One of the first questions we ask is ‘what does your idea of a prosperous life look like?’ We often find the answer to this is why they reached out to us.  They’re looking for more balance in their life, and they want mentoring and wisdom to govern their decisions that lay ahead.

Many want to get off the treadmill of tech by age 55 ─ to secure early retirement or a work-optional lifestyle ─ or to gain financial independence through a future IPO. Others are weighing up the trade-offs in giving their growing families a great chance at life. We understand their unique financial planning needs, whether they’re just starting out in their career or counting down to retirement.

‘It’s not simply our clients’ wealth, but their prosperity that concerns us ─ the things that bring fulfilment and joy to them and their families. We seek to empathize with and understand our clients and to always do the best professional job we can for them.’

Sam Gullette CFP®, CLU®

Given the complexities of their compensation package, it makes sense to them to work with financial professionals who understand the ins and outs of equity compensation, especially the IRS rules governing stock options, restricted stock, and other forms of equity-based compensation.

‘Good fortune is what happens when opportunity meets planning.’

- Thomas Edison

Just like Edison ─ we know that good fortune has nothing to do with luck. Our primary goal is to create financial assurance, clarity, and confidence for our clients, using a holistic 360˚ approach to financial planning that delivers predictable financial outcomes.

“We advise highly successful people who feel a great responsibility to their families to make the best decisions they can around accumulating wealth and protection against life’s uncertainties.”

Erik Alexander, Financial Consultant

Our clients want to be the best role models for their spouse and children, and to feel confident that they’ve planned brilliantly for the future.  Our practiced approach to financial planning helps identify the things that are most important to them, and how we can best help them accomplish their goals over time.

We advise and guide our clients by creating a clear roadmap and executing upon a plan that aligns with their tax advisors’ instructions to achieve their goals with confidence, clarity and ease. They feel secure in the decisions they make, and delighted by our dedicated management of all the essential processes, while keeping their very best interests at heart.

“By using data and analytics, and staying innovative, we help our clients make the most informed decisions, and follow the lives they want. It’s all about decision-making and timely guidance.”

Kevin Chang, Financial Consultant

We bring a guiding hand and personal touch to all our relationships, many of which have served our clients and their families through their working lives and into retirement. We’ve helped them make many decisions that they’re proud of today.

Our extensive knowledge of employer programs, combined with continuous monitoring of your financial plan helps to build an enduring relationship based on foundations of confidence, trust and teamwork.

Our Financial Planning Services Include:

  • General Financial Planning
  • Retirement Planning
  • Debt Management Plans
  • Investment Management
  • Tax Planning
  • Equity Compensation Planning
  • Mortgage Planning
  • Insurance Planning
  • College Saving Plans
  • Medicare Planning
  • Social Security Analysis
  • Planning for Divorced Couples
  • Sudden Wealth Planning
  • Wealth Management
  • Generational Wealth
  • Special Needs Planning

Meet our Financial Planning Team

Sam Gullette, CFP®, CLU®

Certified Financial Planner®

(425) 698-1701

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Erik Alexander

Financial Consultant

(425) 698-1705

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Kevin Chang

Financial Consultant

(425) 698-1708

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Spencer Hill, MBA

Financial Consultant

(425) 698-1716

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Jason Hewett

Financial Consultant

 (425) 429-3102

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Meet our Support Staff

Making First Impressions Last

Customer service is the backbone of our business, and we treat all our clients with the utmost care, because they are part of our family. Our professional support staff play an essential role in this.

Their understanding of our industry, processes, and technology enables them to anticipate clients’ needs and questions. Their close personal and responsive service makes our clients’ financial journeys as smooth as possible.

Jen Montalvo

Director of Client Relations

(425) 698-1701

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Meagan Nabors

Operational Associate

(425) 698-1700

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