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To help clients achieve their financial objectives -prudently and thoughtfully- through long-term relationships based on trusted and knowledgeable advice.

Knowledge is empowering. We spend the time to work with and educate our clients as to the best ways to do things. Better questions get asked and we can provide higher quality services to meet their needs.

Phone: (206) 782-5937
Fax: (206) 783-3245

9200 Holman Road NW
Seattle, WA 98117-2247