Conestoga Wealth Partners

Conestoga Wealth Partners

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We are a boutique wealth management firm in Gig Harbor, Washington.

Advisory services through Commonwealth Financial Network, Member finra.org sipc.org bit.ly/cfnterms

Gen Z Is Getting an Early Start on Investing. Here’s How Early. 10/01/2026

New survey underscores key differences in how younger investors approach investing compared with Gen X and Millennials.

Gen Z Is Getting an Early Start on Investing. Here’s How Early.

AI Isn’t Destroying the Job Market—and Why It Won’t 09/29/2026

New research suggests the technology is creating new roles rather than wiping out all white-collar work.

AI Isn’t Destroying the Job Market—and Why It Won’t

Owning a Home Is Seen as a Financial Holy Grail. But What If It Isn’t? 09/25/2026

There are many unrecognized trade-offs to home ownership that can make renting a better economic choice.

Owning a Home Is Seen as a Financial Holy Grail. But What If It Isn’t? There are many unrecognized trade-offs to home ownership that can make renting a better economic choice

Fast Company: ‘Inventory of Courage’ 09/23/2026

Unexpected pains help you make important gains in your career, life.

Fast Company: ‘Inventory of Courage’

Americans Are Shooting Themselves in the Foot Over Social Security 09/20/2026

Worries about Social Security’s future are pushing many Americans to claim early—even though that choice can mean a permanently smaller monthly benefit.

Americans Are Shooting Themselves in the Foot Over Social Security

Warren Buffett is stepping down as chairman of Berkshire Hathaway 09/18/2026

Legendary investor Warren Buffett is stepping down as chairman of Berkshire Hathaway after more than five decades, marking the end of an era for one of Wall Street's most storied companies.

Warren Buffett is stepping down as chairman of Berkshire Hathaway

How Would AI Actually Kill Us All? What to Know About the AI Doomsday Debate 09/17/2026

A growing chorus of AI researchers say the technology could wipe out humans—even if all the bots want to do is make paper clips.

How Would AI Actually Kill Us All? What to Know About the AI Doomsday Debate

The Unexpected Cost of Pet Care Has Young Adults Rethinking Their Finances 09/14/2026

Pet ownership among Gen Z has spiked, but many are unprepared for the inevitable vet bills

The Unexpected Cost of Pet Care Has Young Adults Rethinking Their Finances

Sequence of Returns Risk: Why Timing Can Matter as Much as Returns 09/11/2026

"Sequence of Returns Risk" is a critical threat to retirement plans; it occurs when market downturns coincide with withdrawals, forcing retirees to sell assets at a loss.

Sequence of Returns Risk: Why Timing Can Matter as Much as Returns

Sept. 11 Changed the World Order. But Not for the Reason We May Think. 09/11/2026

Twenty-five years after 9/11, the clearest lesson may be this: how a nation responds to crisis can shape the world for decades—making the years that follow any crisis just as consequential as the moment it begins.

Sept. 11 Changed the World Order. But Not for the Reason We May Think.

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3226 Rosedale Street Suite 200
Gig Harbor, WA
98335

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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