FULL-SERVICE WEALTH MANAGEMENT
We provide financial planning, investment management, and trust services, all under one roof. We work with you and your family to help you envision and simplify your entire financial life. Our wealth management strategies are geared to meet your current needs, help you prioritize and achieve your goals throughout your lifetime, and safeguard your wishes and legacy for future generations. We call this approach Wealth Regeneration®.
Wealth Regeneration is much more than optimizing your financial capital. We help you develop your human capital and structure your financial life to support your ambitions.
As a fee-only financial planning firm, Laird Norton Wealth Management puts your interests first. Our advisors are paid a salary, not a percentage of every transaction they make on your behalf. This ensures that your investment strategy is based on your goals, not on generating commissions.
A Laird Norton investment plan is tax-aware and tailored to your needs. Asset allocation is optimized for after-tax return, given your risk and income preferences. Asset managers within each of your investment categories are thoroughly researched by us and closely monitored. Our tax-aware investing strategies include both tax-exempt and taxable options.
The bottom line: At Laird Norton Wealth Management, you get much more than investment advice. You get an advocate for your life, your wealth and your legacy.
Find out more about Investment Management.
STRATEGIC FINANCIAL PLANNING
Laird Norton Wealth Management believes in strategic financial planning. As both trust managers and registered investment advisors, we are uniquely positioned among Seattle wealth management firms to provide truly comprehensive and integrated financial solutions.
Your customized financial plan will include tax planning for 2017 and beyond; investment management; retirement planning; estate planning, including family and charitable giving. Plus all other strategies specific to your situation, such as college funding or stock options compensation.
Find out more about Financial Planning.
TRUST SERVICES AND ESTATE PLANNING
Laird Norton Wealth Management advisors also help you address how you want your wealth handled well into the future. This may include maximizing wealth transfer between generations; leaving a philanthropic legacy through a charitable annuity, charitable trust or foundation; or working to ensure your heirs have the resources they need.
Laird Norton Wealth Management is the oldest independent trust company in Seattle and the Northwest. We have helped hundreds of families determine the most effective trust and estate planning strategies for their situation — and we continue as their corporate trustees and trust managers long after the trusts are created.
Find out more about Trusts and Estates.