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Michael Ruff

Advisor at Rainier Family Wealth, Inc.

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Rainier Family Wealth, Inc. logo

Firm

Rainier Family Wealth, Inc.

Location

Tacoma, WA 98402

Credentials

CFA®, Series 66

Industry experience

20 years

About

Michael Ruff is a CFA® charterholder and holds a Series 66 license with 20 years of experience in the financial services industry. He has worked at Rainier Family Wealth, Inc. since 2024, following roles at Financial Insights, Inc., Key Bank, and Russell Financial Services, Inc. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individuals, high-net-worth households, charitable organizations, and businesses. The firm employs a blend of passive and active strategies based on Modern Portfolio Theory and offers comprehensive financial planning and portfolio management services through a team of three advisors.

Client services

Based on Rainier Family Wealth, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on Rainier Family Wealth, Inc.

Family Business Charitable giving & philanthropy Cash flow / budgeting

Occupation focus

Based on Rainier Family Wealth, Inc.

Founder/Business Owner Executive

Demographic focus

Based on Rainier Family Wealth, Inc.

Mid-Career Professionals Approaching retirement

Fee options

Fixed

Annual flat fees for Family Office Services up to $500,000.

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%

Project-based

Hourly fees for Family Office Services up to $500 per hour.

Other

Account minimum: $500,000 Fee-only: Fee-only firm; no commissions or sales-related compensation received.

Location

1102 Broadway Suite 312

Tacoma, WA 98402

Most active in

Washington

Work history

Rainier Family Wealth, Inc.

2024 - Present (2 years)

Financial Insights, Inc.

2022 - 2024 (2 years)

Unemployed

2022 - 2022 (1 year)

Key Bank

2016 - 2022 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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