Wealth Management in Kirkland, WA

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List of Firms

Kirkland, WA Wealth Management Firms

RBC Wealth Management Branch - Kirkland
Location 3760 Carillon Point, Kirkland, WA 98033, USA
Phone (425) 889-8866
Language https://us.rbcwealthmanagement.com/kirkland?utm_source=GMB&utm_medium=Yext
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Invictus Wealth Advisory of Raymond James
Location 3500 Carillon Point, Kirkland, WA 98033, USA
Phone (425) 588-4848
Language https://www.raymondjames.com/invictuswealthadvisory
Directions
MyICON: Your Personal CFO
4 out of 5
Location 520 6th St South, Kirkland, WA 98033, USA
Phone (425) 562-4266
Language http://www.myicon.com/
Directions
Ivy Pacific Group - Morgan Stanley
Location 4000 Carillon Point Ste 600, Kirkland, WA 98033, USA
Phone (425) 467-3107
Language https://advisor.morganstanley.com/ivy-pacific-group?y_source=1_MjgxNjk5MTItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Bertram Solutions
Location 1525 4th St, Kirkland, WA 98033, USA
Phone (425) 616-2755
Language https://www.bertram.solutions/
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Bordeaux Wealth Advisors
SEC File# 801-110221
CRD# 287758
Location 5110 Carillon Point, Kirkland, WA 98033, USA
Phone (425) 389-4361
Language http://www.bordeauxwealthadvisors.com/
Directions
Peter Hamilton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033, USA
Phone (425) 869-7100
Language https://www.ameripriseadvisors.com/peter.b.hamilton/?cid=IP_local_google
Directions
Chris Wille - Financial Advisor, Ameriprise Financial Services, LLC
Location 4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033, USA
Phone (425) 869-7100
Language https://www.ameripriseadvisors.com/chris.j.wille/?cid=IP_local_google
Directions
Elite Wealth Management
SEC File# 801-63310
CRD# 132122
5 out of 5
Location 1014 Market St, Kirkland, WA 98033, USA
Phone (425) 828-4300
Language http://www.elitewm.com/
Directions
Integrated Wealth Advisors
SEC File# 801-113842
CRD# 145261
Location 500 108th Ave NE Ste 1100, Bellevue, WA 98004, USA
Phone (425) 818-0717
Language http://www.integratedwa.com/
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Wealth Management in Kirkland, WA

Where Wealth Management Advisors in Kirkland, WA Serve

Kirkland, WA is a vibrant city located in King County, Washington. It is known for its picturesque waterfront views, lush parks, and diverse neighborhoods. The city is home to several landmarks, including the iconic Kirkland Marina Park, which boasts stunning views of Lake Washington. Other notable landmarks include the Kirkland Performance Center, the Peter Kirk Building, and the Kirkland Arts Center. The city is home to several top employers, including Google, Tableau Software, and EvergreenHealth. These companies contribute to Kirkland's thriving economy and provide many job opportunities for residents. Kirkland is easily accessible by several major highways and streets, including Interstate 405, State Route 520, and Lake Washington Boulevard. These routes connect Kirkland to other nearby cities and make commuting a breeze. Kirkland is divided into several distinct neighborhoods, each with its own unique character. These neighborhoods include Downtown Kirkland, Houghton, Juanita, and Finn Hill.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kirkland, WA would greatly benefit from the services of a bank. One specific way a bank could help is by providing financial assistance to small business owners in the area. With the city's location on the eastern shore of Lake Washington, Kirkland has become a hub for tech companies and startups. However, starting a business can be expensive and many entrepreneurs struggle to secure funding. A bank could offer loans or lines of credit to help these small businesses get off the ground. Additionally, a bank could provide financial education and resources to help residents manage their personal finances. With the high cost of living in the Seattle area, many Kirkland residents may struggle to make ends meet. A bank could offer budgeting tools and advice to help them save money and improve their financial situation. Overall, a bank could play a crucial role in supporting the economic growth and financial stability of Kirkland, WA.

Insurance Broker

Residents of Kirkland, WA could benefit greatly from an insurance broker in a number of ways. For example, an insurance broker could help residents navigate the complexities of health insurance, which is particularly important in a city with a large senior population. Additionally, an insurance broker could assist residents in finding the best home insurance policies to protect their homes from the frequent rain and flooding that occurs in the area. Furthermore, an insurance broker could help residents understand the nuances of car insurance in Kirkland, where the high volume of traffic on the city's roads can lead to more accidents and higher rates. In short, an insurance broker can provide invaluable expertise and guidance to Kirkland residents looking to protect themselves and their assets in a city that presents unique challenges.

Retirement Planning

Residents of Kirkland, WA can benefit from the services of a retirement planner in various ways. One of the most common ways is by helping them create a comprehensive retirement plan that suits their unique needs and goals. With the cost of living in Kirkland being higher than the national average, it is crucial for residents to have a solid financial plan in place to ensure they can maintain their standard of living in retirement. A retirement planner can help residents navigate the complex world of retirement savings, investment options, and tax implications, providing them with the knowledge and tools they need to make informed decisions. Additionally, a retirement planner can assist residents in developing a strategy for healthcare costs, which can be particularly expensive in the Kirkland area due to the high concentration of medical facilities and specialists. By working with a retirement planner, residents can feel confident that they are taking the necessary steps to secure their financial future and enjoy a comfortable retirement in the beautiful city of Kirkland.

Financial Advisor

Residents of Kirkland, WA could benefit from the services of a financial advisor in a variety of ways. For instance, a financial advisor could help individuals in Kirkland navigate the complexities of the local real estate market, which is known for its high prices and competitive bidding wars. Additionally, a financial advisor could assist residents in planning for retirement, which is especially important given the high cost of living in the area. Furthermore, a financial advisor could help families in Kirkland save for college tuition, as the city is home to several prestigious universities and colleges. With the help of a financial advisor, residents of Kirkland could make informed decisions about their finances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Kirkland, WA can benefit from the expertise of a mortgage loan officer in numerous ways. These professionals can assist with securing financing for a new home purchase or refinancing an existing mortgage. Given the high cost of living in Kirkland, WA, a mortgage loan officer can help residents navigate the complex lending landscape to find the best possible rates and terms. Additionally, they can provide guidance on the various loan options available, such as conventional, FHA, VA, and jumbo loans. With their knowledge of the local real estate market, a mortgage loan officer can also help residents understand the unique challenges and opportunities of buying or refinancing a home in Kirkland, WA, such as the high demand for properties near the waterfront and the impact of local zoning laws on property values. Overall, a mortgage loan officer can be an invaluable resource for residents of Kirkland, WA looking to achieve their homeownership goals.

Tax Services

Residents of Kirkland, WA can greatly benefit from the expertise of a tax advisor in a variety of ways. With the city's thriving tech industry and high cost of living, many individuals may require guidance on how to best manage their finances and minimize their tax liabilities. A tax advisor can assist with everything from preparing tax returns to providing advice on investment strategies and retirement planning. Additionally, with the recent implementation of a local income tax in Kirkland, residents may be seeking guidance on how to navigate this new tax law and ensure compliance. A knowledgeable tax advisor can provide valuable insights and help residents stay up-to-date on any changes or updates to tax laws and regulations. With the complex and ever-changing nature of tax laws, seeking the advice of a tax advisor can be a wise investment for residents of Kirkland, WA.

Estate Planning Lawyer

Residents of Kirkland, WA can benefit from the services of an estate planning lawyer in many ways. For instance, the lawyer can help them create a will or trust that clearly outlines how their assets should be distributed after their death. This is particularly important in Kirkland, WA, where the cost of living is relatively high, and residents may have substantial assets that they want to protect. Additionally, an estate planning lawyer can help residents minimize their tax liabilities and ensure that their assets are protected from creditors. They can also help residents plan for long-term care needs, such as nursing home expenses, which can be substantial in Kirkland, WA. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Kirkland, WA, helping them protect their assets and provide for their loved ones in the future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Kirkland, WA can provide a wide range of wealth management services to their clients. They can help clients with investment management, retirement planning, estate planning, tax planning, and more. One specific aspect of Kirkland, WA that a wealth manager can take into account is the city's thriving tech industry. With companies like Google, Microsoft, and Amazon all having a presence in the area, a wealth manager can help clients navigate the complexities of stock options, equity compensation, and other unique financial situations that may arise in the tech industry. Additionally, a wealth manager can help clients capitalize on the city's strong real estate market, which has seen steady growth in recent years. With their expertise and knowledge of the local market, a wealth manager in Kirkland, WA can help clients achieve their financial goals and secure their financial future.

Nestled in the heart of the Pacific Northwest, Kirkland, WA is a thriving city that offers a plethora of financial management services to its residents. With its picturesque waterfront views and bustling downtown district, Kirkland is a hub for wealth management services that cater to the unique needs of its diverse population. What sets Kirkland apart from other cities is its commitment to innovation and technology. Many of the wealth management firms in Kirkland utilize cutting-edge technology to provide their clients with up-to-date financial information and analysis. Additionally, Kirkland boasts a highly educated population, with many residents holding advanced degrees in finance, accounting, and business administration. This wealth of knowledge and expertise makes Kirkland the ideal place to find a wealth manager who can help you achieve your financial goals. Whether you're looking to invest in the stock market, plan for retirement, or manage your estate, Kirkland has the resources and expertise you need to succeed.