Private Wealth Management in Kent, 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 Kent, WA


  • Financial Advisor Close to Kent, 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 Kent, WA Help You?

Wealth managers are professionals who can provide high level financial services. You can think of a wealth manager as being like having several different financial professionals all rolled into one. 

Often managers offer a suite of services that may include the following:

  • Retirement planning
  • Tax planning
  • Estate planning
  • Succession planning
  • Life transition planning
  • Philanthropy and charitable donations
  • Management of non-traditional assets like real estate or art

There are also a variety of alternative wealth management solutions, such as online providers and management tools, that can still offer a powerful experience on a budget. Saving and investing apps streamline the process of self-management, and online providers can connect you with a professional you meet with online.

 

The Value of Personal Wealth Management in Kent, 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 Kent, 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 Kent, WA

Kent is the sixth largest city in Washington state. It has a warm Mediterranean climate, with hot summers and cool, temperate winters. 

Most of the rain occurs during the cooler months, which leaves the summer mostly sunny.

If you don’t live directly in Kent but are local to the area, you can still find one of our advisors! All of the below locations are also served by us:

  • Federal Way
  • Bothell
  • Vashon Island
  • SeaTac
  • Seattle
  • Renton
  • King County
  • Redmond
  • 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 Kent, 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.