Overview

We are well-established boutique RIA near Seattle that builds customized portfolios from individual stocks and bonds for discerning HNW clients. We limit the number of clients per professional so we can be closer to our clients and do comprehensive planning and service. Fiduciary mindset required. In recent years, we have structured the firm to be an ensemble practice to provide succession and clients' piece of mind, and employee ownership. We are seeking to add an experienced next generation advisor/analyst to support our growth and work towards partnership.


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