What is the full potential of your wealth? The answer is as unique and complex as you are. It brings together your life story, your family, your community, your values, your goals, and your assets. A solid, integrated wealth plan brings together and enhances all of it. That's our goal for you. As a fee-only investment management firm, we put you first - not commissions - so investment performance is defined only by your needs.
We help you align your assets, life goals, and values as part of an integrated wealth plan, so you can move forward with confidence. As part of your wealth plan, a trust helps you live life to its fullest now, while providing for the people and causes you care about most. We will always put your perspective and interests first.
We help you align your assets, life goals, and values as part of an integrated wealth plan, so you can move forward with confidence. As part of your wealth plan, a trust helps you live life to its fullest now, while providing for the people and causes you care about most. We will always put your perspective and interests first.
Services
Founded by clients for the benefit of clients in 1967, Laird Norton Wealth Management is an independent Seattle-based firm with a deep commitment to providing guidance that is free of conflicts of interest, based solely on the sum of our experience and expertise. Together, we will continue to have a singular measure of success: the results we get for our clients.
To provide you with peace of mind and confidence in your future. That is our ultimate goal. And the team we have in place makes it happen. We have spent decades assembling a group of experts uniquely capable of optimizing all aspects of your financial life - from investments, to tax planning, to trusts and estates.
Envision a more complete strategy for your life and wealth. From your immediate needs, to your lifetime goals, and the legacy you leave, how you think about your wealth touches every part of your life. We can help you see your big picture and set your course, with expertise in wealth planning, investment management, trust services, and more.
It's about way more than financial planning and investments; beyond trusts, estate plans and family legacies. Wealth opens up possibilities for personal realization and fulfilment - but only if it is managed according to your values, life philosophy, family priorities, and many other factors important to you.
Your assets are opportunities. Be it restricted stock or investment real estate, are your assets making your life easier and better? If not, why not? The joy that comes from using your assets to achieve the lifestyle you want is immense, but it requires planning and analysis of the trade-offs. Each financial decision you make can then get you closer to the life you want.
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