Private Wealth Management in Seattle, 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 Seattle, WA


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

Wealth managers are high-level financial professionals that provide a suite of advanced services. Wealth managers are typically used by affluent individuals, corporations, philanthropic organizations, and other entities with complex financial needs. 

Some of the things a wealth manager can do for you include:

  • Retirement planning
  • Life transition planning
  • Estate planning
  • Investing
  • Tax planning and filing
  • Philanthropy and charitable donations

Beyond traditional wealth managers, there are also many fully online and automated managers available. These options have become substantially more powerful and advanced in recent years, and are a great solution for anyone at any income level.

 

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

Seattle is a seaport city and is the 15t largest city in the US. 

The city has a cool, rainy climate that seems to produce talented musicians; Seattle is the origin place of jazz legends Ray Charles and Quincy Jones, as well as Alice in Chains, Jimi Hendrix, and Nirvana.

If you don’t live in Seattle but are local to the area, then our wealth managers can still serve you. Below is a list of cities near Seattle where you can also find one of our managers:

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