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Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

Seattle, WA

9706 4th Avenue NE
Suite 315
Seattle, WA 98115
Hours: 8am - 5pm, M-F

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

About Our Seattle Location

Say hello to Darren and Bret! Our team of fiduciary financial advisors in Seattle is dedicated to providing customized and comprehensive wealth management services to individuals and families throughout Washington and greater Seattle. They take pride in building strong, long-lasting relationships with their clients, and, as fiduciaries, you can rest easy knowing your best interests will be the top priority.

And if you work in the airline industry, our Seattle team also provides specialized guidance for pilots and other airline employees. We have in-depth knowledge of airline benefit plans, allowing us to provide recommendations specific to your airline.

Stop by our office on 4th Avenue NE to discover the high level of expertise and personalized attention our Seattle financial planners offer. We look forward to helping you reach your financial goals!

Meet Our Financial Advisory Team

Latest Insights

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09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

09/24/2024

Alternative Investments: The Need-to-Knows

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

08/30/2024

What's Going On in Washington?

Exploring current ERISA and DOL areas of interest In a significant move by the Department of

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