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Rainy-Day Investments

Sound financial advice to help you realize your goals and weather life’s storms.

It starts with saving for a rainy day even when the sun is shining.

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Who We Are

As dedicated fiduciaries, our passion lies in putting your needs first and prioritizing your financial well-being above all else. We proudly serve individuals, families, and small businesses across Washington and beyond. Whether you're planning for retirement, saving for a child's education, or seeking the assurance that you're ready for whatever comes your way, our mission is to help you achieve your financial goals with confidence.

What We Believe

We believe that financial guidance should be accessible for everybody, not just the wealthy few.

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Everybody has to start somewhere.

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We welcome you to share your financial journey with us, and encourage you to "come as you are".

Integrity

Authenticity

We are professional but not pretentious​

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Client-focused

We prioritize your best interest

Accessibility

Education

We demystify finance and investments​

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Inclusivity

We offer service at all asset levels

Transparency

Forthright and honest

We fully disclose available options and costs

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Collaboration

 We partner with you throughout the process​

Why Work With Us

We are in this business to help people. This means providing collaborative and proactive planning that is beyond just telling someone how to invest their assets. We take the time to get to know you and consider your understanding of investments, need for security versus risk, tax sensitivity, and personal feelings about money. 

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The Rainy-Day Investments team was assembled with the intention of creating a whole that is greater than the sum of its parts. Our diverse backgrounds, credentials, and experiences drive creative thinking and problem solving. Our commitment is to utilize all our resources to help you pursue your financial goals. 

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If you are looking for a long-term relationship with financial advisors who check in with you, provide personalized advice, and will be there for you as life unfurls, we invite you to learn more about the team and get in touch with us for an introductory conversation.

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MAIL

Rainy-Day Investments
P.O. Box 958

Vashon, WA 98070

OFFICE

Rainy-Day Investments
8714 SW Soper Rd

Vashon, WA 98070

FAX

Osaic: Form CRS

Check the background of your investment professional on FINRA's BrokerCheck.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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This communication is strictly intended for individuals residing in the states AZ, CA, CO, GA, HI, IA, ID, IL, KS, KY, ME, MI, MN, MO, MT, ND, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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