Wealth advisors in Gig Harbor
The Gig Harbor office serves Arrowroot's Pacific Northwest clients. From here, the team works with medical professionals, attorneys, business owners, and senior executives across the South Puget Sound region, from Tacoma and University Place through Gig Harbor and the Olympia corridor.
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Arrowroot Advisors
4411 Point Fosdick Dr
Suite 201
Gig Harbor WA 98335
(253) 858-2427
Hours: 7am - 6pm Monday through Friday, by appointment
Crystal works with individuals, families, and business owners on financial planning, investment management, and tax strategy. She is a CFP® and IRS Enrolled Agent with over two decades of experience.
Irene oversees operations and regulatory compliance across the firm. She brings more than 22 years of financial services experience across investments, capital markets, operations, management, and sales.
As an Operations Assistant at Arrowroot Family Office, Rachel Young supports clients with care, attention to detail, and a strong commitment to service. In her role, she helps ensure that client requests, account updates, paperwork, and day-to-day service needs are handled efficiently and thoughtfully, bringing a warm, organized approach to her work.
As an Operations Manager at Arrowroot Family Office, Sydney plays a key role in supporting both advisors and clients through every stage of the client experience. From onboarding and account maintenance to behind-the-scenes- operations, she is committed to ensuring every detail is handled with care and accuracy.
What we do from this office
Individuals and families building long-term wealth.
Comprehensive planning, investment management, tax, estate, and the work that holds a financial life together across decades.
Families with multigenerational wealth.
Coordinated guidance for families whose financial life involves more than one generation, more than one entity, and decisions that carry forward.
Who we work with in the South Sound
The Gig Harbor practice is built around the professionals who anchor the region's medical, legal, and business communities. Crystal works closely with doctors, surgeons, dentists, and senior nurses, with attorneys and law firm partners, with business owners across Pierce and Kitsap counties, and with senior professionals in sales, management, and engineering.
Clients live and work across the South Puget Sound region, with concentrations in Gig Harbor, Tacoma, University Place, and the Olympia corridor. The practice also serves families and retirees across Pierce and Thurston counties, and Seattle-area families looking for advisors south of the city.
Quarterly reviews are held at the Gig Harbor office or by video as the client prefers.
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About the Gig Harbor Office
The office sits in Gig Harbor, a working saltwater harbor on the western side of Puget Sound, surrounded by wildlife, quiet inlets, and the close knit small towns that define the peninsula.
The practice joined Arrowroot Family Office in 2024, bringing years of independent work into a firm with deeper capabilities across wealth advisory, family office, and business advisory services.
The office recently relocated from the Tacoma downtown area, but we still serve our clients throughout the South Puget Sound region and beyond.
Frequently asked questions
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Let's talk
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