We Help You Plan, Create, and manage your Wealth

To create a customized wealth plan specific to you & your specific situation, we work closely with you. Lake Washington Wealth Management is the only independent, Seattle-based wealth management firm offering comprehensive and truly integrated wealth management solutions, to ALL individuals from ALL walks of life, which include:

The LWWM Difference 
While financial firms often talk the talk, we walk the walk, especially in an industry built for its own gain.

Our firm is entirely independent and only answers to the client. We offer fee for service and packaged products based on your needs. Because our goal is to earn your business for life, we have no incentive to recommend products or solutions that aren’t exactly right for our clients.

Our Clients Always Come First
As a fiduciary, we are legally bound and fully committed to act in the best interest of our clients.

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