LNWM CEO Bob Moser On What We Value

Community, Money Matters, NextGen, On the Job

Photo of Bob Moser, LNWM President and CEOAs Laird Norton Wealth Management (LNWM) turns 50 in 2017, the Puget Sound Business Journal (PSBJ) recently did a Q&A with Bob Moser, LNWM President and CEO. It’s about what we value as a company and what we hope to accomplish for clients in the next 50 years. Here’s the 1st question:

PSBJ: What values have stood the test of time at your company?
Bob Moser: We value family in the true sense of it. Fifty years ago, the reason we were put in business was to take care of families in a very holistic way. Investment management is just part of it. The reason we’re called wealth management is because it’s much more inclusive. It’s about well-being of the entire family, how they communicate and operate and allocate their resources….” Read the entire Q&A here.

LNWM is Largest Wealth Management Firm in WA State

Money Matters, On the Job

Laird Norton Wealth Management (LNWM) is the largest independent wealth management firm in Washington State (not counting the wealth management divisions of banks), according to recently released 2017 rankings (“The List”) by the Puget Sound Business Journal.  

This is especially great news in 2017, as we celebrate our 50th year in business having maintained our commitment to putting clients first, literally. As a Trust Company and an SEC-Registered Investment Advisor, we proudly and steadfastly adhere to the “fiduciary standard” on both sides of our business. And we look forward to 50 more years of providing clients with the very best integrated advice on investment management, estate planning and financial planning, so they can move on with confidence and live life their way.

Retirement Savings: Mix and Match Is Often Best

Money Matters, Second Acts, Wellbeing

Chalkboard with Think Outside the Box written on it

“Put as much as you can into tax-deferred retirement accounts.” That in a nutshell is the conventional wisdom on retirement savings. But if you do blindly follow this advice, you often give up a certain amount of control. Find out what we think is the best way to think about retirement savings in this Navigator article I recently wrote. And then take a look at the following retirement milestones, so retirement does not “sneak up” on you, like it does on many people.

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Monday Morning Mix: April 17 – 24, 2017

Monday Morning Mix

Headlines discussed at LNWM’s Monday morning briefing

— Centrist Emmanuel Macron led the primary vote for French President; expected to win May 7 election.
US existing home sales rose 4.4% in March, highest pace since 2007; prices up 6.8% in 12 months.
— US Treasury Secretary Mnuchin said US tax reform likely in 2017, despite setback on healthcare.
British Prime Minister Teresa May called June 8 election to bolster support for Brexit negotiations.
US 1st qtr. profits reported so far show mixed results for financials; Goldman Sachs down, BoA up.

Disclaimer: Clicking on any of the above links will take you away from the Laird Norton Wealth Management web page and to the source page. While we believe the information in these articles is relevant, we cannot guarantee its accuracy or completeness.

Age Really Is An Attitude

Community, Wellbeing

Here at LNWM, we often see our clients hit the reset button in their 60s. At first, this can be kind of scary for people. But it is usually very much worth the effort. Be it cutting back on work, volunteering, or returning to a favorite activity long abandoned, the 6th decade is the time to explore, reconnect and rekindle. The story of Suzanne Zahniser, Corporate Secretary at LNWM, is a case in point.

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