Alegria Asset Management
Dedicated Planning. Outstanding Service. Trusted Advice.
As your financial advisors, we will help you establish where you are now and identify where you want to go on your financial journey, whether it be for yourself or your organization. We have been working with individuals and businesses in Central Washington since 1975.
Who We Serve
At Alegria Asset Management, we understand that every financial journey is unique, whether you're an individual planning for your future or a business looking to grow and thrive. Discover the difference that transparent financial advice can make for you or your business. Schedule a consultation with us today and start shaping your financial future on your terms.
Businesses & Institutions
Helping employers recruit, retain, and reward their employees.
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Group Health Insurance
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Group Life Insurance
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Group Disability Insurance
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Employee Retirement Plans
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Corporate Treasury / Cash / Portfolio Management
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Non-Profit Endowment Portfolio Management
Individuals
Helping individuals and families pursue financial independence.Â
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Traditional & Roth IRAs
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Financial Planning
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Estate Planning
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Health Insurance
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Life Insurance
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Disability Insurance
Meet with a Financial Advisor
Whether you’re looking for help personally, with your business or an organization you represent, come in for a complimentary introductory meeting with an Alegria Asset Management consultant. We’re confident we will get you pointed in the right direction.
Our Team
Our full team of partners and support staff are at your disposal.
Chellee Marquez
Steve Pilger
Edikeli Manjarrez
Kerri Selfridge
Nyan Hartman
