Description For over 50 years, we've helped high-net-worth individuals, families, corporations and foundations protect their assets and grow their wealth. Based in Seattle, we specialize in wealth management striving to create customized solutions for each client’s unique goals and objectives. Our team is proud of their educational efforts, including CFA, CFP, CIC, CPWA, CDFA and ChFC designations, and champions those in pursuit.
We’re owned and operated by our employees, which means we’re all invested in a very personal sense in the firm’s reputation and identity. We’re driven by what’s best for our clients, every time. And the way that we make sure we’re providing the smartest advice to clients is by listening to and respecting one another. You might call that teamwork. We call that common sense. Good business. The right way to work.
"Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results." —Andrew Carnegie