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Creditceo

(33)

Collections
Loan
Credit Score

“Jesse was able to fix 100% false reporting on my student loan payment history, since my loans were originated by the government and then sold to another company- I was not able to fix this problem myself.”

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Raymond Lyle CPA

(31)

Tax Services, Business Services, Industries

“Andrew contacted me right away, gave me answers and then did some legwork with my tax return and some projections to show me what I should do plus 3 ways to save money on my taxes.”

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Sam

(7)

Insurance Solutions, Business Accounting Solutions, Investment Strategies

“"Fast service"”

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Francis & Company

(9)

Audits - Reviews - Compilations, Elder Care, Why Quickbooks?

“Professional and thorough.”

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Better Tomorrow Financial

(19)

Retirement
Financial Advisor

“He has gone above and beyond in explaining how best to manage my money for my unique situation, while also getting me set up to make the process as smooth as possible.”

Featured

Here's some of my favorite alien science fiction movies. Many are thrillers as well; perfect for the Halloween season! Streaming links included. - Alien (1979) - I much prefer Ridley Scott's original thriller to the more action-packed James Cameron sequel (Aliens.) It's the movie that gave us the chest-buster, face-hugger, and the space marine! (Disney+ | Hulu) - The Thing (1982) - John Carpenter's masterpiece is a paranoiac thriller set in frigid, isolated Antarctica. The practical effects are awesome. (Don't get it confused with the 2011 remake.) (Netflix | Might be back on Tubi later) - Solaris (1972) - Probably the most approachable Tarkovsky-directed film, Solaris is a chilling and artful tale of a planet that causes creepy hallucinations among a small group of scientists who are studying it. (In Russian with subtitles. Make sure to watch the original, and not the 2002 remake.) (Freevee (ads) | You Tube $4 rental | You Tube) - The Predator (1987) - Schwarzenegger and a host of brawny meatheads (see below)-- I mean that in the most flattering way possible; every actor is perfectly cast-- are hunted in the jungles of 'nam by an extraterrestrial sportsman. Pyrotechnics, suspense, and macho one-liners make this one of my top Arnold films. (Disney+ | Hulu) - 2001: A Space Odyssey (1968) - Stanley Kubrick's space masterpiece is a beautifully shot story of aliens helping mankind advance at key stages in our evolution. #aliens #entertainment #halloween #movies...

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Millward Accounting & Bookkeeping

(8)

Industries, Services For Quickbooks, Business Services

“I have been with Millward Accounting for the last three years, and find them very knowledgeable, professional and affordable and have no problem recommending them.”

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Russell Investments

(25)

“The only bad thing about this area is that parking is a nightmare and most of the time you have to go around and around to find somewhere to park, especially if you go at night due some parking lots closing at 8-9pm”

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Leading Retirement Solutions

(11)

Plan Termination, Record Keeping, Plan Administration

“From the start it was a different experience, more personable, talking a higher level and the willingness and ability to walk me through some of the issues involved.”

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Seattle Tax Group

(4)

Tax Services, Business Services, Services For Individuals

“There was something my past accountant did not understand about filing Restricted Stock Units (RS Us) which had the IRS decide to send me bills after they reassessed my tax burden for two separate tax years.”

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Andersen Tax

(1)

Individuals & Families With International Wealth, Accounting & Reporting For Income Taxes, Forensic Services

“They really care about doing the right thing and guiding you to the best solution and will take the time to help with good referrals even when what you need is a expert in another field.”

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Merriman Wealth Management

(7)

Careers at Merriman, Company Overview

“I came upon a blog article and reached out to go deeper into the technical aspects of taxes, and Scott took the time to delve into complex tax topics and answer my questions.”

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Trumbauer Kathleen L CPA

(3)

Tax Preparation, Payroll Tax Problems, Financial Statements

“She's a very detailed CPA!”

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Bbjs Financial Advisors

Estate Planning, Investment Management, Wealth Management

“At BBJS Financial Advisors, LLC our clients receive personal service focused on how to best reach their goals. Our investment philosophy embraces the tenets of proper asset allocation, tax efficient strategies and academic research. Our approach of g...”

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Millennial Wealth

(6)

“This in part was due to the feeling that my relatively simple situation didn't call for it, but also that I'd be able to research and manage my money effectively and independently.”

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Creative Money

(10)

Team

“She put together a plan for us that addressed all the things I was hoping for guidance on, and many things I hadn't even thought of, and she was fantastic at explaining the what and why of every recommendation.”

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Continuous Scale

(2)

Interim Finance Roles, Finance as a Service, Transaction Execution

“If you need a reliable, knowledgeable and professional team to take your financials to the next level, I strongly suggest giving Continuous Scale a call.”

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Smith & Just

(1)

“Very professional and great team to work with.”

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Foundations Divorce Solutions

(4)

Collaborative, Mediation, Divorce Financial Planning

“Caroline never wavered in her belief that this ending was the beginning of my creating a new bigger dream for myself and encouraged me to walk towards a life calling me to be my best self.”

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Housing Finance Commission

(3)

“I am one of the lenders for Washington State Housing Finance Commission, they are truly wonderful people and the programs they offer have helped thousands of home buyers who, otherwise, would still be renters.”

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Carlton & Company Financial

(1)

Retirement Planning, Financial Planning, Risk Management & Insurance

“Karalyn is a financial advisor who tailors her deep expertise to your financial goals.”

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Ward & Company

(1)

“They are great.”

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Laird Norton Wetherby

(1)

Trust Administration, Family Legacy, Beneficiary Services

“Kari and lee are amazing.”

FAQs

What is wealth management?

An array of services working together to optimize all that you own and activate the life you want. Wealth management at LNWM means your investments, financial plan, and estate plan will be expertly managed to target your goals and aspirations. The ultimate result: peace of mind.

Can you help me with socially responsible and impact investing?

Yes. Investing for impact is a personal choice, and we work closely with you to determine the level of impact you want to have and how to go about it. Again, your wealth plan serves as our base. Based on that and your intent, we can propose specific vehicles for sustainable investing, from publicly traded funds to private debt and equity ventures.

Can you advise on if a trust is right for me?

Yes. We can explore with you the pros and cons of setting up a trust. While we do not draft trust documents or wills, we can advise your attorney on which type of trust(s) will work best for your situation, based on our in-depth analysis of your assets, finances, needs and goals.

Can you administer and manage my existing trust?

Yes. As a trust company since 1967, we have deep expertise serving as trustee to administer your trust (ensure your intent is carried out). And we can manage the assets within your trust so they last for the life of the trust and support the people and causes you name as beneficiaries. We can also serve as co-trustee with family members or others you designate.

How often can I contact my team with financial questions and concerns?

As often as you like. We do not work by the hour nor are we paid by commissions. In managing your investment portfolio, wealth plan, and trust and estate plan we get to know you and your family well. We are here to help you make smart decisions, be it financing a new house, finding the right long-term care insurance plan, or making the most of your stock options.

More info can be found on the FAQ page of our website.

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Verus

(1)

Outsourced CIO, Consulting

“Over the coarse of my 5 years as an electrical contractor I already had over $3 million in my retirement account thanks to the analyst assigned to my union's account.”

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Logic20/20 Consulting

(4)

“We are a consultancy that knows, uses, and implements technology - Robotic Process Automation, Machine Learning, Process Mining, Predictive Models, Roadmap Development, Product Management, Xaa S (X = Platform, Cloud, Automation, etc.”

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Average Cost	$3734
Minimum cost	$1245
Maximum cost	$10579
Avg Per Hour Rates	$374

Best Financial Advisors in Seattle, WA

The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Seattle area.

Creditceo

Raymond Lyle CPA

Sam

Francis & Company

Better Tomorrow Financial

Millward Accounting & Bookkeeping

Russell Investments

Leading Retirement Solutions

Seattle Tax Group

Andersen Tax

Merriman Wealth Management

Trumbauer Kathleen L CPA

Bbjs Financial Advisors

Millennial Wealth

Creative Money

Continuous Scale

Smith & Just

Foundations Divorce Solutions

Housing Finance Commission

Carlton & Company Financial

Ward & Company

Laird Norton Wetherby

Verus

Logic20/20 Consulting

Retirement Planning and Investment Management Services in Seattle, WA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Seattle

Popular in Seattle