Seattle Wealth Management LLC

Seattle Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high‑net‑worth individuals, and businesses, covering goals such as retirement planning, tax and estate planning, philanthropic planning, and risk management. The firm reports managing roughly $131 million in discretionary client assets and works with approximately 100 clients, tailoring advice and investment policy statements to each client’s objectives.

The firm’s investment approach is long‑term, disciplined, and broadly diversified, implementing portfolios that typically include mutual funds, ETFs, individual equities, fixed income, real estate, and alternatives and emphasizing systematic management and modern portfolio theory. Seattle Wealth Management acts as a fiduciary, offers both discretionary and non‑discretionary authority, and generally reviews accounts quarterly while monitoring investments against each client’s plan.

A distinctive element disclosed in the brochure is that a representative of the firm is a licensed insurance agent and may earn commission compensation for insurance products sold to clients; the firm acknowledges this conflict of interest and advises clients they are under no obligation to purchase insurance through the firm. The brochure also highlights how the firm handles rollover recommendations under ERISA/IRC fiduciary rules and discloses that the firm does not vote client proxies, leaving proxy voting to clients or their designees.