Private Wealth Management in Bothell, WA

 

Connect With a Wealth Manager

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With Top Wealth Management Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Bothell, WA


  • Financial Advisor Close to Bothell, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a Financial Advisor in Bothell, WA Help You?

If your financial needs are becoming too complex, difficult, and/or time-consuming to manage on your own, then a wealth manager may be able to help.

Wealth managers typically work with affluent clients who have a lot of different places to put their capital.

Below are some of the things wealth managers typically do:

  • Retirement planning
  • Estate training
  • Life transition planning
  • Philanthropy and charitable donations

Besides affluent individuals, wealth managers also commonly work with corporations and philanthropy organizations.

These entities often have to buy and sell investments, securities, and more, and also have significant capital to move around.

 

The Value of Personal Wealth Management in Bothell, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find Wealth Management Companies Near Bothell, WA

Connect With a Wealth Management Firm

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 1301 5th Ave, Suite 1350, Seattle, WA 98101


Wealth Management Services for Bothell, WA

Bothell has a very temperate climate, with yearly highs and lows rarely exceeding 75 Fahrenheit or falling below 30 Fahrenheit, respectively.

Most of the precipitation occurs during the winter months, which means that Bothell sees both plenty of sun in the summer and lots of snow in the winter.

If you live outside of Bothell, you may still be able to find one of our managers . See the list below for areas local to Bothell in which our managers also serve:

  • Federal Way
  • Seattle
  • Redmond
  • Kent
  • SeaTac
  • Vashon Island
  • King County
  • And the larger Bellevue area

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Wealth Management Firms In Bothell, WA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.