Private Wealth Management in Redmond, 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


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

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

Wealth management is a high-level solution that is ideal for those with large amounts of capital and complex and time-consuming financial needs. Wealth managers offer a suite of advanced services that strategically employ a client or organization’s capital so as to maximize return on investment. 

Some things a wealth manager can do for you are:

  • Management of large (or multiple) retirement accounts
  • Management of a complex and diverse investment portfolio
  • Tax planning, filing, and deductions
  • Estate planning
  • Philanthropy and charitable donations

Recently personal wealth management has become more available due to the rise in reliable online providers and advanced wealth management tools. These options, while not as thorough as a traditional wealth manager, are still very powerful ways to vitalize your finances on a budget.


The Value of Personal Wealth Management in Redmond, WA

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


Without Advisor

With Advisor

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

Find Wealth Management Companies Near Redmond, 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 Redmond, WA

Redmond is a city in King County, Washington. It is well known as the place of origin for both Nintendo of America and Microsoft. 

The area has artifacts belonging to the native Indians that lived there dating back over 10,000 years. 

The first European settlers arrived in 1871. 

They originally named the area Salmonberg in reference to the abundance of salmon in the river.

If you live outside of Redmond, you can still take advantage of our wealth managers. All our Redmond managers also serve in these areas near the city. If you are local to the following, our managers can serve you:

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