How we work


Personalized financial and investment strategies

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach,we’ll work together to help you feel more confident, connected, and in control of your financial life.


Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investment Management
  • Women's Financial Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Business Retirement Plans
  • Domestic Partner Planning
  • Saving for Education
  • Wealth Preservation Strategies

Community participation

Finn, Dane, and Anika delivering care packages to homeless
Finn, Dane, and Anika delivering care packages to homeless

Making an Impact in our communities is part of our Mission and we do this in 3 ways: team and individual volunteer work, team fundraisers, and Planned Philanthropic Giving with our clients. As a team, we participate in the KING 5 and Northwest Harvest Home Team Harvest (to raise food and money to feed the hungry in the Seattle area) and the annual weeklong Giving Campaign. Additionally, our CEO, Erin Scannell is part of the Big Brother, Big Sisters organization and has been with his "little brother" for 12 years. He also regularly does financial workshops for kids at local under-privileged elementary, middle, and high schools.

Working with us

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.