Agate Pass Investment Management LLC
This isn’t just investing. It’s a relationship that grows with you. At Agate Pass, we get to know your life beyond the numbers and build custom investment strategies designed to align your goals and resources.
WHo WE ARE
Experience you can trust
At Agate Pass Investment Management, integrity and fiduciary care are at the core of what we do. Our team averages more than 30 years of portfolio management experience, combining deep expertise with personal, relationship-focused service.
As a fee-only firm, our success is directly tied to yours and every client receives the thoughtful, attentive partnership they deserve.
JASON KUNKEL, Partner
DANIEL RUTTER, CFA, Partner
BRADLEY VAN AKEN, Partner
JENNY VAN AKEN, Office Manager
WILL BOLLENBACH, CFA, Financial Advisor
WHAT WE DO
Investment Management
Thoughtful portfolios built for the long term
We build custom portfolios using individual securities, designed for long-term growth, tax efficiency, and alignment with your goals, not off-the-shelf models.
Financial Planning
A clear plan for the life you’re building
We take a holistic approach to your financial life, helping you plan for retirement, education, business transitions, and life’s next chapter with clarity and confidence.
360° Advisory
High-touch guidance across your financial world
We coordinate every aspect of your financial life with a 360 degree approach - investment, tax, estate, and insurance - working closely with your CPA and other advisors to ensure alignment as life evolves.
Address: 400 Winslow Way E. Suite 220, Bainbridge Island, Washington 98110 USA
Phone: +1 206 842 5770
FAX: +1 206 842 5554
