Conestoga Wealth Partners LLC

Conestoga Wealth Partners LLC is a financial consulting firm located at 3226 Rosedale Street, Suite 200, in Gig Harbor, Washington. The firm specializes in comprehensive financial planning, investment management, and wealth stewardship. Their services include retirement guidance, business and succession planning, legacy and estate planning, and income and tax planning.

They operate with a client-centric approach, offering fiduciary guidance and personalized solutions. The team helps clients navigate various financial complexities, from managing investments to preparing for multi-generational wealth transfer. Conestoga Wealth Partners works with retirees, business owners, and families, particularly those with significant assets or unique financial situations.

Co-founded by AJ Thibeault, CFP®, the firm's team collectively brings extensive experience to their practice. They are a Registered Investment Adviser in Washington, and provide advisory services through Commonwealth Financial Network®, with financial planning services also offered through Conestoga Wealth Partners as its own Registered Investment Adviser.

Beyond financial services, Conestoga Wealth Partners actively engages in community support, contributing to local causes and organizations such as The Zoo Society, Make-A-Wish Foundation, and the Pierce County Heart Walk.