3312 Rosedale St, Suite 201, Gig Harbor, WA, 98335
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Kelly is a partial owner of RCW LLC, a real estate building, with family members and clients as partners. Kelly is self-employed and uses Caviezel Wealth Management to pay business expenses, while Lighthouse Wealth Strategies is a marketing brand.