Lance D. Rummel, CFP®, CPWA®, CIMA®
Senior Vice President, Wealth Management,
Financial Advisor,
Family Wealth Advisor,
Alternative Investments Director
Direct:
(253) 858-3781(253) 858-3781
Toll-Free:
(866) 865-3699(866) 865-3699
My Mission Statement
Helping clients preserve, grow, and transfer their wealth with intention.
My Story and Services
Originally from Sherwood, Oregon, Lance developed his interest in investments at a young age when his family helped him create his first stock portfolio with money he made from mowing lawns. By investing in local northwest companies, Lance saw firsthand the impact of his investments. He also learned the importance of smart investment strategies by saving and growing his money so that he could help pay for his college education.
Following his graduation from Oregon State University, Lance took his passion for investing and planning to the financial services industry and ultimately joined The Pacific Wealth Management Group in 2019. His process-driven approach includes the development of a tailored wealth plan and a commitment to ongoing financial education of his clients. Lance works tirelessly to help clients address various complex financial situations with creative and customized solutions. He enjoys being part of his clients' lives, forming longstanding friendships along the way.
A firm believer in giving back, Lance has been involved in many organizations over the years. These include Big Brother, Junior Achievement, and New Traditions, a women’s chemical dependency treatment center of which he helped develop a business plan and maintained the financial operations to grow into a thriving advocacy and help center for pregnancy and parenting.
Lance enjoys spending time with his wife Nora and their two cats, Zooey and Rhodie. In their free time they can be found on their boat exploring the waters of the Salish Sea, racing in local regattas, weightlifting in their garage gym, or trying to find the best pizza and tacos in the city.
Following his graduation from Oregon State University, Lance took his passion for investing and planning to the financial services industry and ultimately joined The Pacific Wealth Management Group in 2019. His process-driven approach includes the development of a tailored wealth plan and a commitment to ongoing financial education of his clients. Lance works tirelessly to help clients address various complex financial situations with creative and customized solutions. He enjoys being part of his clients' lives, forming longstanding friendships along the way.
A firm believer in giving back, Lance has been involved in many organizations over the years. These include Big Brother, Junior Achievement, and New Traditions, a women’s chemical dependency treatment center of which he helped develop a business plan and maintained the financial operations to grow into a thriving advocacy and help center for pregnancy and parenting.
Lance enjoys spending time with his wife Nora and their two cats, Zooey and Rhodie. In their free time they can be found on their boat exploring the waters of the Salish Sea, racing in local regattas, weightlifting in their garage gym, or trying to find the best pizza and tacos in the city.
Securities Agent: ID, CO, DC, SD, SC, OR, NJ, NH, IN, CT, WA, NV, MA, KY, CA, UT, TX, TN, NM, MO, ME, MD, FL, AZ, WI, PA, NY, LA, AL, AK, VA, HI, DE, AR, NC, MI, IL, MT, MN, IA, WY, OK, NE, KS, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265053
CA Insurance License #: 0182631
NMLS#: 1265053
CA Insurance License #: 0182631
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Forbes Top Next-Gen Wealth Advisors
In 2018, Lance was named as one of the top 1,000 Next-Gen Wealth Advisors in Forbes. In 2019, he was named as one of the top overall Next-Gen Wealth Advisors.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
Five Star Wealth Manager Award
Through the years 2013-2020, Lance received a Five Star Wealth Manager Award.
2013-2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2020) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
2013-2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2020) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Forbes Best-ln-State Wealth Management Teams
In 2023, Lance’s team, PWMG, was listed in Forbes as one of the Best-In-State Wealth Management Teams.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Certifications
Throughout the years, Lance has acquired multiple designations to help serve his clients. These include Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Certified Investment Management Analyst (CIMA®). At PWMG he is also a Financial Advisor, Alternative Investment Directors, and a Family Wealth Advisor
NAVIGATING THE COMPLEXITIES OF SIGNIFICANT WEALTH
At The Pacific Wealth Management Group, we focus on what is most important to you, your family and your organization. We provide the tailored advice, knowledge and global resources needed to help make informed, confident decisions about your current and future wealth. Above all, we commit to helping make a meaningful difference in your life by bringing together the diverse skills, deep experience and advanced credentials of our dedicated wealth management professionals.
The PWMG Advantage - Unlike other teams whose advisors provide similar services to all their clients, we strategically built our group to mirror today’s best law and medical practices. Our team includes investment advisors who are on-hand to tackle your specific needs as they arise. We invite you to visit the next tab on our website to see the areas of focus we cover and the advisors who are dedicated to each area of concentration.
Comprehensive Wealth Management with a Personal Touch - While our services may be wide in scope, our approach is individualized so we can help you grow, preserve and transfer your wealth with intention. We receive great satisfaction knowing we are helping make a significant impact on the quality of our clients’ lives.
A Commitment to Excellence - We are proud of the signature service we have been providing our clients for decades and welcome the opportunity to deliver this same level of excellence to you. We look forward to speaking with you soon.
The PWMG Advantage - Unlike other teams whose advisors provide similar services to all their clients, we strategically built our group to mirror today’s best law and medical practices. Our team includes investment advisors who are on-hand to tackle your specific needs as they arise. We invite you to visit the next tab on our website to see the areas of focus we cover and the advisors who are dedicated to each area of concentration.
Comprehensive Wealth Management with a Personal Touch - While our services may be wide in scope, our approach is individualized so we can help you grow, preserve and transfer your wealth with intention. We receive great satisfaction knowing we are helping make a significant impact on the quality of our clients’ lives.
A Commitment to Excellence - We are proud of the signature service we have been providing our clients for decades and welcome the opportunity to deliver this same level of excellence to you. We look forward to speaking with you soon.
Client Service Team
Jayna Van Stone, MBA - Portfolio Associate, Cash Engagement Specialist
Phone:
(425) 450-8984(425) 450-8984
Email:Jayna.Van.Stone@morganstanley.com
Phillip Puathasnanon - Client Service Associate
Phone:
(425) 202-1118(425) 202-1118
Email:Phillip.Puathasnanon@morganstanley.com
Location
2727 Hollycroft
Suite 330
Gig Harbor, WA 98335
US
Direct:
(253) 858-3781(253) 858-3781
Toll-Free:
(866) 865-3699(866) 865-3699
Fax:
(425) 453-3467(425) 453-3467
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Lance D. Rummel today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
