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Laird Norton Wealth Management, founded in 1967 and headquartered in Seattle, is an independent wealth management firm dedicated to clients' best interests.
Their approach goes beyond traditional wealth management, connecting wealth to clients' values through sustainable investing. The firm's founders, the Laird and Norton families, were pioneers in sustainable investing, directing their family foundation's investments towards impactful funds and projects. They leverage this experience to help clients align their financial and non-financial objectives.
In 2022, they merged with Wetherby Asset Management, enhancing their capabilities in wealth planning, investment management, sustainable investing, and more. With a broad team of experts, they create customized wealth plans that reflect each client's unique goals, ensuring peace of mind and financial success for generations to come.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
113400 | 40 |