Your Independent Financial Advisory Firm Located in Kirkland, WA
Our mission is to provide our clients with the highest level of “concierge-style” financial services. Developing long-term relationships with individuals and businesses requires an understanding of their complex needs, goals and priorities.
Our multidisciplinary team approach enables us to use our diverse knowledge and experience to develop better ideas and sustainable strategies through every phase of our client’s lives. Our mission is to earn your trust as a valuable partner for life by consistently exceeding your expectations and delivering solutions that are objective and in accordance with your interests.
Quite simply, we are completely dedicated to your long-term financial success.
PO Box 2188, Kirkland WA 98083
Securities offered through Chelsea Financial Services, a registered broker-dealer and member, FINRA. Investment Advisory Services offered through Chelsea Advisory Services, Inc., an SEC Registered Investment Advisor
Securities offered through Chelsea Financial Services, a registered broker-dealer and member, FINRA. Investment Advisory Services offered through Chelsea Advisory Services, Inc., an SEC Registered Investment Advisor Your financial professional may provide services and conduct business as Lake Washington Wealth Management Group, LLC (“Lake Washington Wealth”). However, securities are offered through Chelsea Financial Services, LLC Lake Washington is not affiliated with Chelsea Financial Services. Any content found here is for informational purposes only and is not research or a recommendation regarding any security or investment strategy. Investing involves risk and past performance is no guarantee of future results. Securities are not FDIC insured and may lose value. We do not provide legal or tax advice. Any potential tax advantages or benefits will depend on your circumstances. Consult your tax professional about your individual tax situation and visit IRS.gov to learn more.
