Skip to content
  • T: 253.697.9227
  • F: 253.238.1520
Feel free to reach out.
  • Home
  • Meet the Team
    • Meet the Team
    • Sean Donahue
    • SilverTree Collective
    • Home Office Team
      • Home Office Team
      • Beth W. Dominguez
      • Sammy Murphy
      • Tiffany Marshall
      • Cinnamon Chaney
    • What Makes Us Different
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Retirement Plans
    • Endowments & Foundations
    • Families & Individuals
    • Family Offices
  • Our Difference
    • Our Difference
    • Our Approach
    • Alternative Investments
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Banking
    • Investment Management
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • Worthwhile
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
    • Contact Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • SilverTree Wealth Partners
    413 29th St NE Ste B Puyallup, WA 98372-7050 T: 253.697.9227 F: 253.238.1520
    Map and Directions Map and Directions
SilverTree Wealth PartnersSilverTree Wealth Partners
Reset All Filters
Filter
  • Category
    • Markets & Investing
  • Topic
    • Fixed Income
    • Investment Strategy
    • Market Updates
  • Media
    • Commentary
Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
Read
Always here for you
SilverTree Wealth PartnersSilverTree Wealth Partners
Schedule a Meeting
  • 413 29th St NE Ste B Puyallup, WA 98372-7050
  • T 253.697.9227
  • F 253.238.1520
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Silvertree Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use