Seattle Wealth Management
See How We Can Help You
Wealth Management in the Pacific Northwest
Seattle is a hub of innovation and entrepreneurship — home to global tech leaders, thriving startups, and a strong real estate market. Our clients in Seattle and surrounding areas often face complex financial questions:
- How do I manage concentrated stock positions or RSUs?
- What legacy planning strategies work best under Washington’s unique tax structure?
- How do I prepare for a liquidity event or business exit?
At LNW, we bring deep expertise and experience to help answer those questions — and build a plan that aligns with your values.
Tailored Financial Solutions for Seattle-Area Clients
We offer integrated wealth management services, including:
- Investment Management — customized portfolios designed for performance and purpose
- Wealth Planning — long-term financial strategies that evolve with you
- Tax Strategy & Coordination — especially critical in Washington’s estate tax environment
- Legacy & Estate Planning — support for charitable giving, multi-generational wealth, and trusts
- Business Owner Advisory — succession planning, liquidity events, and exit strategy support
- Equity Compensation Planning — guidance for tech executives with RSUs, ISOs, and more
We serve clients across Seattle, Bellevue, Redmond, Mercer Island, and the broader Puget Sound region.
Rooted in the Seattle Community
We understand the unique wealth landscape of Seattle and the Pacific Northwest. Our Seattle advisors work closely with you and your professional partners. We are fiercely independent and fiduciary — always acting in your best interest. We combine global resources with a relationship-first approach.
Whether you’re passionate about preserving the Puget Sound or funding education initiatives, we’ll help you align your wealth with your values.
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Let’s discuss the possibilities
We’d love to dig deeper into what you’re looking for and discuss how our team could partner with you.
To start the conversation, just fill out the simple form below. We look forward to meeting you.
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