Overview

Holistic Wealth Manager located in Kirkland, WA. Looking to add an advisor with a book of business or we may consider a merger. We help clients with all aspects of their financial lives. We use ETFs and invest across asset classes to help clients reach their goals. Principal has been in the business for 20 years. Our staff consists of an MBA/CPA, PhD and a millennial. We serve high net worth individuals. All past growth was organic.

We are also looking for a Client Service Administrator. We are growing quickly.

Last Activity
6 months or more

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