ABOUT THE AUTHOR
Bill Schultheis brings his simple, inspirational message to individual investors and corporate retirement plans as an investment adviser with Soundmark Wealth Management, LLC (a fee-only registered investment adviser), located in Kirkland, Washington. Prior to creating The Coffeehouse Investor, he spent thirteen years providing investment advice to individuals, trusts, and institutional accounts for Smith Barney in Seattle, Washington.
To subscribe to the free Coffeehouse Investor newsletter, and for more information on Soundmark Wealth Management, LLC, please visit the following Web sites:
Bill can be reached at billschultheis@yahoo.com.