We start with questions
We want to know what matters to you. Laird Norton Wealth Management advisors ask questions about your assets and your life goals. We call our approach Wealth Regeneration®, because we focus on optimizing both your financial capital and your human capital, so that your finances support your ambitions. Our work is grounded in cash flow modeling, tax planning and financial risk management. Together we devise a financial plan that addresses retirement planning, college funding (including analysis of 529 plans) and a host of other needs you might have. In the end, your assets and resources are aligned to support your short- and long-term goals.
FULLY INFORMED FINANCIAL PLANNING
We show you what’s possible based on data-driven, proprietary modeling. So you can see in advance the potential short- and long-term outcomes of your financial decisions. This allows you to make fully informed choices and move forward with confidence in your plan.
Once your financial plan is in place, your team of LNWM advisors monitors it closely. When necessary, they suggest adjustments so that your wealth supports the life you choose to live — both now and in the future.
TAX PLANNING AND FINANCIAL RISK MANAGEMENT
For our clients we provide a full range of financial planning expertise, including tax planning for 2018 and beyond, as well as financial risk management.
Tools and services for wealth management
Your personal team of wealth advisors provides a range of financial planning expertise that includes:
|Analyze Finances||Prioritize Goals||Create and Maintain Plan|
|Budget review and analysis||Lifestyle considerations||Cash flow management
Tax planning and budget review
|Cash flow modeling||Retirement planning and other life transitions||Investment strategy and management|
|Financial risk assessment and insurance planning||Education funding for children or grandchildren||Stock option, concentrated stock position and business ownership transition strategies|
|Investment allocation assessment||Charitable giving and philanthropic planning||Continued financial risk management|
|Will and estate document review||Estate and legacy goals||Estate planning and trust management|
Find out more about Who We Serve.