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Investment Firms in Seattle To Consider

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Investment Firms in Seattle To Consider

When navigating the dynamic financial landscape of Seattle, aligning with an investment firm that understands your long-term goals can make a substantial difference. Whether you seek portfolio customization, strategic M&A advisory, or comprehensive wealth planning, the city offers a variety of firms dedicated to helping clients make informed and effective financial decisions. The following firms provide a spectrum of services tailored to high-net-worth individuals, institutions, and businesses. Explore your options with these 10 investment firms in Seattle to consider.

1. Blakely Harbor Advisors

Blakely Harbor Advisors is an independent investment advisory firm founded in 2009 by Elizabeth MacElwee Jones, CFA. With over three decades of investment experience, the firm specializes in designing tailored portfolios for endowments, nonprofits, and high-net-worth individuals. Their personalized approach emphasizes an understanding of each client’s goals and values, resulting in investment strategies that are uniquely customized.

2. Steelhead Advisors

Steelhead Advisors is a specialized investment banking firm based in Seattle, with a focus on M&A advisory services for emerging tech companies. Founded by Gregory D. Rivers, the firm has completed over $8 billion in transactions and offers strategic mentorship to CEOs navigating growth and capital planning.

3. Radicle Wealth Management

Radicle Wealth Management, co-founded by Joshua W. Moullet and Shawn E. Contento, delivers comprehensive financial guidance through a value-driven lens. Based in Tacoma with operations in Seattle, they emphasize collaborative decision-making and view wealth management as a continuous life journey: Plant. Grow. Harvest. Repeat.

4. Empirical Wealth Management

Founded in 2006, Empirical Wealth Management offers a broad spectrum of financial services including investment management, estate planning, and executive compensation consulting. With nearly $7 billion in assets under management, they operate across six states with a team of over 90 professionals rooted in academically grounded strategies.

5. Sapling Wealth Management, LLC

Founded in 2010 by former Wall Street analyst Will Hicks, Sapling Wealth Management provides personalized advisory services for clients with under $5 million in liquid assets. They specialize in 401(k) consulting and individualized portfolio planning, with a focus on transparency and integrity.

6. Greene Wealth Management LLC

Greene Wealth Management delivers customized investment advisory services from its downtown Seattle office. The firm prioritizes client-centric strategies built on open communication and tailored planning.

7. Badgley Phelps Wealth Managers

Since 1966, Badgley Phelps has served a diverse client base including individuals, corporations, and foundations. Their in-house research and custom portfolios are built to align with each client’s long-term objectives. In 2021, they joined Focus Financial to broaden their capabilities.

8. Pacific Portfolio Consulting LLC

Managing over $4.8 billion in assets, Pacific Portfolio Consulting provides clients with a full suite of services ranging from portfolio management to institutional retirement strategies. Established in 1992, the firm aims to support financial independence with thoughtful guidance.

9. Madison Park Capital Advisors LLC

Madison Park Capital Advisors delivers tailored wealth management services for clients locally and internationally. Their team of experienced professionals emphasizes unbiased, comprehensive advice to meet a variety of personal and institutional financial needs.

10. Breakwater Investment Management

Breakwater Investment Management provides fee-only advisory services, including financial planning, investment management, and trust services. Their client-first approach ensures personalized attention and a focus on transparency for individuals and families navigating complex wealth issues.

Seattle offers a diverse landscape of investment firms, each with its own philosophy, specialties, and service models. Whether you’re looking to grow a personal portfolio, guide a foundation’s assets, or explore strategic business exits, these firms provide a range of opportunities tailored to a variety of client needs. Consider these investment firms in your search for dedicated and insightful financial partnership.

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