Private Wealth Management in King County, 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.

  • This field is for validation purposes and should be left unchanged.

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 King County, WA


  • Financial Advisor Close to King County, 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 King County, WA Help You?

managers are financial professionals whose job it is to work out the finances of affluent clients, philanthropic organizations, corporations, and other entities with complex, time-consuming, and advanced monetary needs.

Some of the things wealth managers can do for you include:

  • Retirement planning
  • Tax planning
  • Investing
  • Estate and succession planning
  • Philanthropy and charitable donations
  • Managing non-traditional assets like real estate and art

 

The Value of Personal Wealth Management in King County, 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 King County, 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.
  • This field is for validation purposes and should be left unchanged.

Nearest Partner: 1301 5th Ave, Suite 1350, Seattle, WA 98101


Wealth Management Services for King County, WA

King County is one of the most populous counties in Washington. It is the county seat of the city of Seattle.

The county was originally named for William R. King, then newly elected Vice President to Franklin Pierce.

However, in 1986, the county decided to change the namesake due to William King’s status as a slave owner.

King County retains its name, now in honor of civil rights leader Martin Luther King Jr.

If you live outside of King County, don’t worry! If you are local to one of the following areas, you will still be able to find one of our wealth managers:

  • Vashon Island
  • Kent
  • Bothell
  • Federal Way
  • Seattle
  • SeaTac
  • Renton
  • Redmond
  • And the large Bellevue area

When Do You Want To Retire?


How far away is your dream life?

  • This field is for validation purposes and should be left unchanged.

FAQs About Wealth Management Firms In King County, 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.