Wealth Management in Seattle, WA
Dynamic Whiteboard Process
Using our individualized and comprehensive Dynamic Whiteboard Process (DWP), we ensure you benefit from a consistent, organized, and mapped out approach to planning your wealth goals. Our proprietary technique allows us to help increase what’s most valuable to your: Your Time.
Our Senior Advisors work directly with you to determine a customized roadmap that will help fulfill your personal, charitable, and legacy goals. We assist clients with a wide range of wealth management services including portfolio sustainability projections, estate plans, charitable gift assistance, wealth transfer techniques, and more.
Our Process
STEP 1: DEVELOP GOALS
Set clear, realistic objectives together to reach your unique wealth goals.
STEP 2: PLAN DESIGN
Create a thoughtful plan specific to your needs to achieve your intentions.
STEP 3: IMPLEMENTATION & MONITORING
Put that plan into action, measuring and reporting progress along the way.
STEP 4: ADJUST
Make appropriate, mid-course corrections to fit new circumstances.
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Our professionals welcome the opportunity to develop a customized wealth management solution. Meet the team
