Our Awards

“Five-Star Wealth Manager*”

2012, 2013, 2014, 2015, 2016 ~Seattle Magazine

The 2012-2017 Five Star Wealth Manager Award is based on the following criteria:
Eligibility Criteria (Required)

1.Credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney.
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years.
3. Favorable regulatory and complaint history review. *
4. Fulfilled their firm review based on internal firm standards.
5. Accepting new clients.

Evaluation Criteria (Considered)
1. One-year client retention rate.
2. Five-year client retention rate.
3. Non-institutional discretionary and/or non-discretionary client assets administered.
4. Number of client households served.
5. Education and professional designations.

A favorable regulatory and complaint history review is defined by Five Star Professional, as the person cannot have: (1) Been subject to a regulatory action that resulted in a license being suspended ore revoked, or payment of a fine, (2) Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) Filed for personal bankruptcy, or (5) Been convicted of a felony.

The Five Star Wealth Manager award does not evaluate the quality of service provided to clients. Recipients of the award may have had unfavorable ratings. 2,732 award candidates in the Seattle area were considered for the Five Star Wealth Manager award. 664, approximately 24% of award candidates, were named 2013 Five Star Wealth Managers. The 664 award winners represent less than 6% of the total wealth managers in the area. The award is not indicative of the wealth manager’s future performance. The Five Star Wealth Manager Award is administered by Crescendo Business Services, LLC (dba Five Star Professional). Candidates and winners do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, winners may opt to purchase additional profile ad space or related award promotional products.

YOU ARE BUSY ACHIEVING YOUR DREAMS.

Having financial guidance you can trust means you can focus on the rest of your life.

We want to partner with you in seeing your wealth grow. Our philosophy is to work towards giving you the best financial advice for you. There is a reason we've been around for so long - we know what we are doing and we love doing it with integrity. 
Why We're Different

It's not about our agenda.

As an independent registered investment advisor, we have the freedom and motivation to make recommendations that best fit you and your financial goals. We are owned by employees and their families rather than a bank, insurance company or an investment/ broker dealer.
Why We're Different

Your success is our priority.

We strive to provide the highest level of care for our clients. From the personal attention we give each client to our ongoing education as advisors and guides, client satisfaction is our paramount interest. We don't see ourselves as just a wealth advisor, but instead see our client relationships as partnerships in which we work together to help you achieve your financial goals.
Why We're Different

Your financial confidence.

We understand that it takes a lot of energy to balance everyday responsibilities. When you let us handle the financial aspects of your life, we strive to give you the kind of contentment that comes from journeying with an experienced, compassionate firm focused on doing the right thing for you. Let us guide your financial well-being, while you plan your next adventure.

Need a guide for your journey?

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