Brian Whitaker, CFP®
Wealth Manager & Employee Owner
Brian has nearly three decades of experience in wealth management focused on helping high-net-worth and ultra-high-net-worth individuals and families optimize their finances to achieve long-term goals, both financial and non-financial. He specializes in advising the owners of closely held or family owned businesses on personal wealth planning and business succession strategies.
To find optimal strategies and solutions, Brian applies an integrated approach, drawing on the collective expertise within LNW in investment management, tax strategies, and trust and estate planning. This can include connecting clients with trusted specialists outside LNW in insurance, real estate, education and other relevant services. A special focus for Brian is advising each generation within client families during major life transitions. Prior to LNW, Brian was an advisor at predecessor firm Laird Norton Wealth Management. Before that, he was an advisor at Allison Spielman Advisors, Dain Rausher and Merrill Lynch.
- CERTIFIED FINANCIAL PLANNER™ professional
- B.A. in Economics, North Park University
- Social Venture Partners, Member
- 5th Avenue Theatre, Corporate Council
- School of Business and Non-Profit Management, North Park University, Board Member
Traveling with family, tending my rose garden, and getting in an occasional round of golf or boating on Lake Chelan.
