Jeff Sain, CTFA, CFP®
Wealth Manager & Trust Services & Employee Owner
Jeff develops comprehensive wealth plans for a variety of high-net-worth clients, including business-owning families, that comprise both investment management and estate planning. He brings to his work in-depth expertise in trust and estate administration and is expert in the development and implementation of complex multigenerational trusts, incorporating into these vehicles investment solutions intended to achieve each client’s unique goals and objectives.
Jeff also works closely with clients’ attorneys, accountants and insurers to consider all aspects of a trust and estate plan so it operates as intended, often over many generations. An important aspect of Jeff’s work is getting to know the younger people within families and making them part of the planning process. He believes education and preparation of the next generations is key to building and safeguarding family wealth, as well as creating a lasting legacy.
Prior to LNW, Jeff was a wealth advisor at LNW’s predecessor firm Laird Norton Wealth Management, where he previously served as a client analyst and a client associate.
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Trust and Financial Advisor
- B.A. in Business Administration, Central Washington University