Brighton Jones
About Brighton Jones
About Brighton Jones
Brighton Jones, founded in 2000 and headquartered in Seattle, is a financial advisor company that specializes in tax planning, estate planning, legacy planning, and wealth management. They're one of the top financial advisors in Seattle due to their extensive experience advising on significant liquidity events and executive compensation packages. Their personalized approach to financial planning aligns wealth with individual goals and values, making them a trusted partner.
Freestone Capital Management
About Freestone Capital Management
About Freestone Capital Management
Freestone Capital Management is an independent financial advisory firm founded in 1999 and headquartered in Seattle. They specialize in financial planning, investment management, estate planning, tax planning, insurance, and asset protection. With a client-centric approach, they aim to simplify clients' lives and provide peace of mind, ensuring their focus remains on their financial goals and aspirations. The firm's strong track record makes it one of the best advisors in Seattle.
Badgley Phelps Wealth Managers
About Badgley Phelps Wealth Managers
About Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers is an independent wealth management firm headquartered in Seattle. With over 50 years of experience, they specialize in a wide range of financial services, including wealth transfer planning, investment management, retirement planning, tax planning, and more. As a boutique firm, they prioritize their clients' needs, providing customized strategies to meet individual, family, and institutional financial goals.
Empirical Wealth Management
About Empirical Wealth Management
About Empirical Wealth Management
If you need a financial advisor, Empirical Wealth Management is a registered investment advisory firm founded in 2006 and headquartered in Seattle. With a national presence and multiple offices, they specialize in providing investment management, retirement planning, tax planning, financial planning, and estate planning services to a diverse clientele, including high-net-worth individuals, families, non-profit organizations, and company retirement plans. Their approach is rooted in academic research, hands-on experience, and advanced education, aiming to help clients grow and safeguard their wealth through prudent financial choices.
Pacific Portfolio Consulting
About Pacific Portfolio Consulting
About Pacific Portfolio Consulting
Pacific Portfolio Consulting is an independent wealth manager and investment advisory firm based in Seattle. Founded in 1992, they specialize in financial planning, estate planning, investment planning, investment management, and trust services. With a client-first approach and nearly 30 years of experience, they provide comprehensive and customized financial guidance to individuals, families, and institutions. This allows their clients to optimize their financial resources and focus on what truly matters in life.
Laird Norton Wealth Management
About Laird Norton Wealth Management
About Laird Norton Wealth Management
Laird Norton Wealth Management is an independent wealth management firm founded in 1967 and based in Seattle. They specialize in wealth planning, tax strategies, retirement planning, business succession planning, equity compensation planning, trust planning, and estate planning. With a focus on sustainable investing, they help clients align their financial and non-financial objectives, ensuring peace of mind and financial success for generations to come.
Frequently Asked Questions
Do financial advisors in Seattle specialize in tech industry investments?
Yes, many financial advisors in Seattle have expertise in tech industry investments. Given the city's strong presence in the technology sector, these advisors are well-versed in managing portfolios that include tech stocks, startup investments, and other related assets. When choosing a financial advisor in Seattle for tech investments, it's advisable to look for those with a track record of success in this industry.
What is the average cost of hiring a financial advisor in Seattle?
The cost of hiring a financial advisor in Seattle can vary depending on the services offered and the advisor's fee structure. On average, you can expect to pay an annual fee that ranges from 1% to 2% of your assets under management (AUM). Some advisors may charge hourly rates or flat fees for specific services. It's essential to discuss fees and pricing with your advisor before engaging in their services.
Can a Seattle-based financial advisor help with retirement planning for Boeing employees?
Absolutely. Seattle-based financial advisors are experienced in providing retirement planning services for Boeing employees. With the company's significant presence in the region, these advisors are knowledgeable about the unique retirement benefits and options available to Boeing workers. They can assist in optimizing 401(k) plans, pension benefits, and other retirement accounts to help Boeing employees achieve their retirement goals.
Are Seattle financial advisors well-versed in Washington state's unique tax laws?
Yes, Seattle financial advisors are well-informed about Washington state's unique tax laws. They are knowledgeable about the state's tax structure, which includes no state income tax but higher sales and property taxes. Seattle financial advisors can provide expert guidance on optimizing financial strategies to take advantage of state-specific tax incentives and exemptions. This knowledge ensures that clients can minimize their tax liabilities and make informed financial decisions within the context of Washington's tax regulations.
What is the most common investment strategy recommended by financial advisors in Seattle?
While individual recommendations vary based on clients' unique financial goals, one of the most common investment strategies recommended by financial advisors in Seattle is a diversified portfolio. Given the city's diverse economic landscape, advisors often suggest spreading investments across a mix of asset classes, including stocks, bonds, and alternative investments. Diversification helps manage risk and capture opportunities, ensuring that clients have a well-balanced approach.
Methodology
The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.
We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.