Kristen Bauer and Ron Albahary discuss plans for LNWM’s newest office in Philadelphia (requires subscription).
“The Estate Planning Council of Seattle has appointed a new slate of officers to lead the council for 2023-2024, with Debra Smiley of Seattle-ba...
We are proud to congratulate Lauren Wood, CFA, CFP®, Wealth Manager and Shareholder, for her recognition as one of Forbes Top Women Wealth Advisors i...
“Employees are our only asset… Coming out of the pandemic, coming out of two mergers and the markets are really tumultuous right now, we d...
LNWM’s Kristen Bauer shares insights on co-creating a new company culture. (subscription required)
We are as grateful as ever for our wonderful clients, our team members throughout the U.S. including our offices in Seattle, San Francisco, Los Angele...
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...
Puget Sound Business Journal honors LNWM CEO Kristen P. Bauer on its 2022 Women of Influence list. (Subscription required)
Congratulations to Kristen Bauer, the CEO of LNWM and our sister company Wetherby Asset Management, for being named to the Puget Sound Business Journa...
