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LNW

Updated today

Client assets under management

$10,659,596,287

Clients

1,079

79% high-net worth

Advisors

56

of 169 employees

Firm type

Multi Team

Clients per advisor

19

Very Low

Average account size

$9,879,144

About

Laird Norton Wetherby Wealth Management (LNW) provides comprehensive wealth planning and investment management primarily to high‑net‑worth individuals and families and to related entities such as trusts, foundations, charitable organizations, and family partnerships. The firm offers integrated services that include investment management, financial and estate planning, and coordination with clients’ other advisors, and its affiliates provide trust services.

LNW develops customized investment policy statements and emphasizes strategic asset allocation, global diversification, and a core‑satellite approach that can include active managers, tax‑aware implementation, and alternative investments across three broad categories (diversifiers, private real assets, and private equity). Portfolios are implemented with discretionary authority in many cases, supported by manager due diligence, periodic rebalancing, and use of tools such as financial modeling and tax‑aware placement; the firm also describes operational use of artificial intelligence to create efficiencies.

Compared with many peers, LNW is notable for sponsoring and serving as general partner to private funds (including renewable power vehicles) that provided client access to private strategies and for participating on private‑fund advisory committees, which can create additional diligence access and potential conflicts the firm discloses and manages. The firm also describes a formalized institutional relationship with a primary custodian that provides Schwab‑level institutional services and advisory‑board engagement, and it documents bespoke processes for proxy voting, SLOAs, and annual surprise custody audits.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management Tax-loss harvesting Private / alternative investments

Fee options

Fixed

Retainer or other fixed fees to cover investment and financial advisory services or special accounts/projects

Project-based

Hourly or project fees are set forth in the investment advisory agreement based on project complexity and staff skill

Other

Account minimum: $3,000,000 Minimum fee: Fees may be subject to an annual fee minimum or adjustment

Main office location

LNW

801 Second Avenue, Suite 1600

Seattle WA 98104, United States

Number of offices

5

Most active in

Alaska · Arizona · California · Colorado · Connecticut · Florida · Idaho · Illinois · Maryland · Massachusetts · Michigan · Minnesota · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Nayeli S

CFP®

Seattle, WA

LNW

Nayeli Sanchez is a CFP® professional with three years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. Her prior roles include positions at Laird Norton Wealth Management, Edelman Financial Engines, and Viridian RIA LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm focuses on customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex multi-entity financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
user avatar

Cody R

CFP®, Series 66

Seattle, WA

LNW

Cody Reaves is a CFP® and holds a Series 66 license, with six years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC and has previously been employed at Wells Fargo in various capacities. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policies, strategic asset allocation, global diversification, active manager due diligence, and coordination with outside professionals to address complex financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
user avatar

Michael G

CFP®, Series 63, Series 65

San Francisco, CA

LNW

Michael Graziano is a CFP® with 22 years of industry experience, currently serving at LNW. He previously worked at Wetherby Asset Management for over two decades before joining LNW. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals to address complex, multi-entity financial needs through customized investment policies and a strategic asset-allocation framework.

Wealth management Tax-loss harvesting Private / alternative investments
user avatar

Cassandra B

CFP®, Series 63, Series 65

Seattle, WA

LNW

Cassandra Brown is a CFP® with 14 years of experience in the financial advisory industry. She is currently with LNW, having previously worked at Highland Private Wealth Management, Cetera Advisor Networks, and Terry R Cole. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on customized investment policy statements and strategic asset allocation with global diversification and active manager due diligence. The firm also offers coordinated wealth planning involving outside professionals and access to private investment strategies through affiliated trust companies.

Wealth management Tax-loss harvesting Private / alternative investments
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Cameron R

CFP®

New York, NY

LNW

Cameron Ribler is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management LLC since 2017. Prior to joining LNW, he worked at Marin Financial Advisors, LLC and spent several years at Broad Run Highschool/Virginia Tech. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
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David B

CFA®, Series 66

Seattle, WA

LNW

David Baker is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LNW in Seattle, WA. His career includes roles at Laird Norton Wealth Management and LNW Wealth Management prior to his current position at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
user avatar

Mariel M

Series 66

Seattle, WA

LNW

Mariel Mendelsohn is a financial advisor at LNW with five years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise and Northwestern Mutual. Mariel has been with Laird Norton Wetherby Wealth Management since 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, addressing complex multi-entity financial needs through coordinated investment management and wealth planning. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, offering tailored solutions including tax-aware strategies and impact investing.

Wealth management Tax-loss harvesting Private / alternative investments
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Megan T

CFP®, Series 65

New York, NY

LNW

Megan Tom is a CFP® with eight years of industry experience, currently serving as a financial advisor at LNW. She has held various roles within Wetherby Asset Management and Laird Norton Wetherby Wealth Management since 2015. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm employs a customized investment policy framework emphasizing global diversification, active manager due diligence, and tax-aware decision making, alongside coordinating with outside professionals to address complex financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
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Kirsten W

Series 65

Seattle, WA

LNW

Kirsten Wisdom is a financial advisor at LNW with a Series 65 credential and two years of industry experience. She has worked with Laird Norton Wetherby Wealth Management and LNW Wealth Management, as well as held prior roles at Virginia Mason Medical Center. Outside of her advisory work, she co-owns Beck Ranch, Inc., a family farm in Idaho, where she has served as Secretary and Treasurer since 2019. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach emphasizes customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex multi-entity financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
user avatar

Debra K

CFP®

Seattle, WA

LNW

Debra Kuang is a CFP® professional with two years of industry experience, currently serving as an advisor at LNW. She has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and previously spent ten years at Wetherby Asset Management. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach combines customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex multi-entity financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
user avatar

Scott D

Series 65

Seattle, WA

LNW

Scott Dresser is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) with one year of industry experience. He holds a Series 65 designation and has worked at LNW since 2022, including prior roles at Wetherby Asset Management from 2018 to 2022. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals, offering customized investment strategies that emphasize global diversification, active manager due diligence, and tax-aware decision making.

Wealth management Tax-loss harvesting Private / alternative investments
user avatar

Penny B

Series 65

Seattle, WA

LNW

Penny Bunch is a Series 65-licensed financial advisor with 11 years of industry experience. She has been with LNW Wealth Management, LLC and its affiliated entities since 2014, currently serving at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach combines customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
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Kate D

CFP®, Series 65

Seattle, WA

LNW

Kate Donnelly is a CFP® and Series 65 licensed advisor with 13 years of industry experience. She currently works at LNW, having joined in 2021, and previously held roles at Tiedemann Advisors and Threshold Group. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
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Amin B

CFA®

San Francisco, CA

LNW

Amin Baradaran is a CFA® charterholder with six years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2023, following prior roles at Wetherby Asset Management and Financial Clarity Inc. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
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Lauren M

CFP®, Series 65

Seattle, WA

LNW

Lauren Martin is a CFP® with 19 years of industry experience. She is currently with LNW, where she has worked since 2022, following prior roles at Wealthspire Advisors and Threshold Group, LLC. Lauren holds a Series 65 license and is based in Radnor, PA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex multi-entity financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
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