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What We Do

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Our Client Experience

Every client receives a high level of customization and personalized guidance that aligns with their specific needs. We take a comprehensive approach by evaluating your total household wealth to recommend the right strategies for your situation. This includes a detailed analysis of your assets, accounts, and individual holdings to develop a coordinated plan designed to generate the best possible return.

Our process begins with getting to know you and gathering all relevant financial information. Once we’ve reviewed your full financial picture, we present a strategic plan aimed at minimizing taxes through investment techniques such as proper asset location, tax loss harvesting, and coordinated income sourcing. In addition to building custom portfolios of individual stocks, ETFs, municipal bonds, and alternative investments, we provide a variety of other solutions to meet specific client goals. Our goal is to provide value that addresses your needs today while laying a strong foundation for the future. The Drynan team is committed to leveraging every available tool to help grow your wealth and make sure you keep as much of it as possible.

Some of the specific strategies we help people with include:

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Concentrated Stock Positions

Custom Indexing

Daily Tax Loss Harvesting

Capital Gain Budgeting

Tax Lot Analysis

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Retirement Income Planning

Social Security Maximization

Fixed Income Laddering

Income Annuities

Municipal Bond Ladders

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Trust & Estate Planning

Gifting Strategies

Inheritance Planning

Irrevocable Life Insurance Trust

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Alternative Investments

Private Equity/Private Credit

Hedge Funds

Private Real Estate

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Tax Mitigation

Donor Advised Funds

Roth Conversions

Asset Shifting/Tax Bracket Arbitrage

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Liquidity & Insurance

Cash Value Life Insurance

Securities-Backed Line of Credit

Cash Management Accounts

7307 N Division Street Suite 315 | Spokane, WA 99208 | 509-466-8855
Disclosure

Thomas Drynan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0C00388), CO, ID, MT, NC, NV, OR, TX, UT, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Thomas Drynan is licensed and authorized to offer insurance in California, but DRYNAN STRATEGIC FINANCIAL SOLUTIONS may not be. For additional information on California licensure status, please click here.

Thomas Drynan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 7307 N Division St Ste 315, Spokane, WA, 99208, 509-466-8855. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, ID, MT, NC, NM, NV, NY, OR, TN, TX, UT, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Drynan is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, FL, GA, HI, ID, MT, NC, NM, NV, NY, OR, TN, TX, UT, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Nicholas Drynan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4427539), ID, MT, OR, UT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Nicholas Drynan is licensed and authorized to offer insurance in California, but DRYNAN STRATEGIC FINANCIAL SOLUTIONS may not be. For additional information on California licensure status, please click here.

Nicholas Drynan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 7307 N Division St Ste 315, Spokane, WA, 99208, 509-990-2124. In this regard, this communication is strictly intended for individuals residing in the states of CO, MT, OR, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Nicholas Drynan is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, MT, OR, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Noah Drynan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of ID, MN, MT, UT, and WA. No insurance business may be conducted outside the states referenced.

Noah Drynan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 7307 N Division St Ste 315, Spokane, WA, 99208, 509-466-8855. In this regard, this communication is strictly intended for individuals residing in the states of CO, MT, OR, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Noah Drynan is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, MT, OR, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kylie Nesbitt is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #4177625), CO, FL, HI, ID, MO, MT, NM, NV, OR, SD, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kylie Nesbitt is licensed and authorized to offer insurance in California, but DRYNAN STRATEGIC FINANCIAL SOLUTIONS may not be. For additional information on California licensure status, please click here.

Kylie Nesbitt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 509-990-4022. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, HI, ID, KS, KY, MA, MO, MT, NM, NV, OR, TN, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kylie Nesbitt is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, FL, HI, ID, KS, KY, MA, MO, MT, NM, NV, OR, TN, TX, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Tayler Drynan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4396277), CO, ID, IN, MT, NM, NV, OR, PA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Tayler Drynan is licensed and authorized to offer insurance in California, but DRYNAN STRATEGIC FINANCIAL SOLUTIONS may not be. For additional information on California licensure status, please click here.

Tayler Drynan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 509-990-8893. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IN, KS, KY, MT, NM, NV, OR, PA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Tayler Drynan is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, ID, IN, KS, KY, MT, NM, NV, OR, PA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

DRYNAN STRATEGIC FINANCIAL SOLUTIONS is not owned or operated by New York Life Insurance Company or its affiliates.

Neither DRYNAN STRATEGIC FINANCIAL SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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