PRACTICE INFORMATION

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This RR/IAR practice in the Seattle area offers clients unbiased, responsible advice and expertise based on almost 30 years of experience in the financial services industry. Trailing 12 months revenue is $601,693, of which $465,524 is recurring, fee-based income, $118,125 from annuity trails, and the remaining $18,044 from universal life and long-term care insurance products. The firm utilizes a comprehensive and detailed process to curate a wealth management approach that aligns with each client’s desired financial/life goals. Many of this practice’s clients are in the tech industry. 

The ideal buyer would be a larger, well-established firm with a strong presence in the Pacific Northwest that has at least one staff member with the CFP® designation. 

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