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About

As we move through life, things tend to get more complicated. Our relationships, careers, finances all evolve into many moving parts. Often, after nailing down one part of life, another part can unexpectedly fall into disrepair.

When it comes to the financial part of our lives, it can get messy quick.

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Q&A

Serving clients is a team effort. Our Seattle-based team is built with a diverse skill set in mind. Our backgrounds in investing, planning, accounting, insurance and operations allow us to work on helping clients meet their needs efficiently and effectively. We also try to make it enjoyable along the way.

Aside from being a fun-loving bunch, we are serious about our work. As a registered investment adviser, we act as fiduciaries for each one of our clients. Being a fiduciary means we have a legal and ethical obligation to put our clients’ interests first. So you can trust that we’re always working on your behalf.

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