Seattle, Washington

Wealth Management Services in Seattle, Washington

Clients in the Seattle area are supported by Mariner teams that work together to deliver integrated wealth management and financial services. We serve individuals, families, businesses and institutions with solutions designed to align with each client’s goals and circumstances.

Services may include wealth planning, investment management, tax planning, estate planning, trust services and insurance solutions.

For business and institutional clients, services may include institutional services, financial wellness, executive financial planning, tax planning and preparation, specialty tax services, institutional cash management, investment banking and valuation advisory services and financial institutions group.

Client meetings may be conducted virtually or at mutually agreed-upon locations. Not all services or licensed individuals are available at every location. Information about registered office locations and licensed investment adviser representatives is available at adviserinfo.sec.gov. For a complete list of Mariner locations click here.

Certain services are offered exclusively to institutional clients, including businesses, retirement plans, endowments, foundations, and similar entities. These services are delivered through experienced professionals and are separate from retail investment advisory services, which are provided only by appropriately registered and licensed individuals in accordance with federal and state regulations.