Financial Services - Seattle, WA, US
We bring clarity, organization and direction to client finances and investments. Our broad-spectrum expertise and independent, candid advice guides clients through the complex, technical and often emotional aspects of long-term investing. Our team works with each client to develop, implement, monitor and adapt a financial plan to sustain success in the long term and build a position of strength from which to address challenges as they arise.\\We are devoted to delivering great client experiences. To us, that means using our diverse skills and experiences, and a client's tax and legal advisers, to synthesize issues and reach actionable outcomes that reduce risk, bring order and enhance understanding.\\Our experience and skills span portfolio management, law, taxation, estate planning, insurance, startup situations, venture financings, executive compensation plans, alternative investments and other specialized areas.
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