Posts
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Family Wealth Alliance 2022 Young Professionals Award
Family Wealth Alliance 2022 Young Professionals Award
We are pleased to share that Lauren Wood, CFA, CFP®, Wealth Manager and Shareholder at Wetherby Asset Management, has been honored with a Family Weal...
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Women of Influence: Kristen Bauer, Laird Norton
Women of Influence: Kristen Bauer, Laird Norton
Puget Sound Business Journal honors LNWM CEO Kristen P. Bauer on its 2022 Women of Influence list. (Subscription required)
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CEO Kristen Bauer Named Women of Influence Honoree
CEO Kristen Bauer Named Women of Influence Honoree
Congratulations to Kristen Bauer, the CEO of LNWM and our sister company Wetherby Asset Management, for being named to the Puget Sound Business Journa...
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Guide to Impact Investing at LNW
Guide to Impact Investing at LNW
How we can help you mobilize your investment capital to address some of the world’s most pressing social and environmental challenges.
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529 Plans by Non-Parents and the New FAFSA
529 Plans by Non-Parents and the New FAFSA
Labor Day weekend marks the start of another school year, with many parents and grandparents thinking about how best to fund education for kids that w...
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Help Your Grads Start Financially Smart
Help Your Grads Start Financially Smart
Moving from high school to college comes with a wealth of new responsibilities for young adults. LNWM’s Monica Padineant offers four strategies to h...
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How a lack of diversity in estate planning may perpetuate wealth gap
How a lack of diversity in estate planning may perpetuate wealth gap
LNWM’s Debra Smiley talks to the Puget Sound Business Journal about estate planning and narrowing the wealth gap in communities of color.
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Impact Investing Beyond Your Portfolio
Impact Investing Beyond Your Portfolio
Where you bank Who/what receives distributions from your Donor-Advised Fund (DAF) What funds are within your 529 Plans for education What funds are of...
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Financial Planning Strategies for Families Raising Children With Special Needs
Financial Planning Strategies for Families Raising Children With Special Needs
In this ParentMap article, LNWM’s Susan (Suzi) Zurek and Monica Padineant discuss how to plan, save and protect assets for families raising children...
