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Private Wealth Management in SeaTac

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

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Independent Wealth Manager in SeaTac

Step 1:

Fill Out The Form

We did the hard work of finding trustworthy partners.

Now you can explore what service is best for you.

Step 2:

A Trusted Wealth Manager Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:

Get A Custom Financial Plan

After listening to your financial situation and future goals, our wealth managers will put together a personalized road map for your financial success.

The Value of Personal Wealth Management in SeaTac

$ 0
Without Advisor
$ 0
With Advisor
$ 0
Without Advisor
$ 0
With Advisor
Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good wealth manager can increase your returns by as much as 3% annually.

Vanguard

How Can Asset Wealth Management in SeaTac Help You?

Wealth managers can be a great solution if you have financial needs that are complex and time-consuming. Wealth managers generally cater to affluent clients and other entities with large amounts of capital. 

They can provide a range of services, such as:

  • Retirement planning and management
  • Managing an investment portfolio and non-traditional investments like real estate or art
  • Tax planning, filing, and deductions
  • Philanthropy and charitable donations

Many non-traditional wealth management options also exist, many of which can provide similar services at a lower cost. Financial advisors and planners are both professionals that offer less expensive, a la carte services. Online providers are similar, however they do all their work with you online. Apps that help with things like saving and investing also streamline the process of doing your own wealth management.

Questions To Ask Your SeaTac Wealth Manager

  • What is your background?
  • Wealth managers can come from all kinds of different educational and occupational backgrounds. No two managers have been shaped by exactly the same experiences, so ask what makes your manager unique.
  • How often will we meet?
  • You and your manager should be meeting every six months to a year or so to discuss major updates to your portfolio and finances in general. You should also be receiving regular small scale updates, say through a monthly email.
  • What is your investing philosophy?
  • Because the stock market responds as strongly to unpredictable, spontaneous events as it does to statistics, many investors have developed their own personal strategy that works for them. Mane sure you and your manager are on the same page.

Find Wealth Management Companies Near SeaTac

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.

Now you can explore what service is best for you.

Wealth Management Services for SeaTac

SeaTac is a portmanteau of the names of the cities of Seattle and Tacoma. 

It comes from the Seattle-Tacoma International Airport.

By Doug Mahugh - Flickr: approaching Sea-Tac, CC BY 2.0, https://commons.wikimedia.org/w/index.php?curid=24151701

By Atomic Taco from Seattle, WA, USA - Departing Tukwila International Boulevard Station, CC BY-SA 2.0, https://commons.wikimedia.org/w/index.php?curid=76086268

If you don’t live in the city of SeaTac, you can still see one of your wealth managers! 

All of the following locations near SeaTac also have wealth managers serving the area:

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

When Do You Want To Retire?

How far away is your dream life?

Other Resources On

How To Become a Wealth Manager

Why Partner with a Wealth Manager?

What Does a Wealth Manager Do?

7 Questions You Must Ask Your Wealth Manager

FAQs About Private Wealth Management Firms in SeaTac

While financial advisors are geared to give financial advice and some a la carte services, wealth management is mostly about these services, offered as a suite. These can include retirement planning, tax planning, and more.

Wealth managers charge fees of around 1%-2% of your total AUM. The fees can change if your AUM changes, and may also include other fees.

Financial planning, like financial advising, generally takes a hands-off, guiding approach to finances, as the name suggests. Wealth managers take a more hands-on, management style role over your finances.

There is some overlap between wealth management and investment management; the latter, however, is limited in scope to only investments, while the former is broad enough to cover nearly any financial area.

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