Much More Than Investment Management and Financial Planning
A GPS for Your Wealth Regeneration
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.
Each aspect of wealth management we provide is essential in helping you realize your vision of family, of community, and of your world.
Laird Norton Wealth Management can help you simplify, clarify, and bring your ideals to life. We call this Wealth Regeneration®—a more human, more integrated take on your financial life.
Find out more about How We Help.
Integrated
As a registered investment advisor (RIA) and a trust company, we are uniquely capable of positioning you and your family for success now and for generations to come.
Comprehensive
Our strategies derive from a 360-degree view of your assets and finances. Not just your investment portfolio but all assets, from stock options and real estate to your business.
Focused on You
We recommend only the investments and financial strategies we are convinced will work best for you and your situation.
Investment Management that Works for You
To ensure your interests and ours are truly aligned, we are a fee-only registered investment advisor (RIA). Our financial advisors are paid by salary only. Our compensation is based solely on your satisfaction — not on generating any kind of commission from the investments we select.
For a tighter focus on your success, we’ll create for you an investment plan that is tax-aware. Our goal is the highest after-tax return based on your tolerance for risk, your income needs, and your priorities. We are there every step of the way to grow your wealth responsibly, comfortably and in line with your vision of the world.
Wealth Planning: A Plan Apart for You + Yours
A broad bench of experts at LNWM work closely together to create for you a customized wealth plan for the current year and decades beyond. We are the only indepedent, Seattle-based wealth management firm providing comprehensive and truly integrated solutions for high-net-worth clients, including:
- Tax strategies
- Retirement planning
- Business succession planning
- Equity compensation planning
- Trust and estate planning, including gifts to family and charitable giving
Whatever your needs and situation—from retirement, to stock option strategies, and trusts—we propose what will work best for you and make it happen.
Trust Services: There Every Step of the Way
As the oldest independent trust company based in Seattle, we’ve been around for generations as a fiduciary helping high-net-worth families to:
- Maximize wealth transfer between generations
- Leave a philanthropic legacy through a charitable annuity, charitable trust, or foundation
- Ensure heirs are provided for with the resources they need
After your trust is in place, we stay by you and your family, continuing through the long run as corporate trustees and trust managers.
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