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