Laird Norton Wealth Management
Integrated wealth planning, investment management, and trust services tailored for the Pacific Northwest.
| Date | Investors | Amount | Round |
|---|---|---|---|
| N/A | €0.0 | round | |
* | N/A | Merger | |
| Total Funding | 000k | ||
Laird Norton Wealth Management (LNWM) has been a leading provider of integrated wealth planning, investment management, and trust services since 1967. Based in Seattle, LNWM serves high-net-worth individuals and families primarily in the Pacific Northwest. The firm offers a comprehensive suite of services designed to help clients achieve their financial goals, including customized investment strategies, tax planning, and trust administration. LNWM operates on a fee-only business model, ensuring that its advice is unbiased and aligned with clients' best interests. The company generates revenue through management fees based on the assets under management (AUM). LNWM's approach is client-centered, focusing on long-term stewardship and sustainable investing to meet both short-term needs and long-term aspirations. The firm emphasizes personalized service, taking into account each client's unique life story and financial situation to create tailored solutions.
Keywords: wealth planning, investment management, trust services, high-net-worth, Pacific Northwest, fee-only, tax planning, sustainable investing, client-centered, long-term stewardship.