About Us
A financial planner, much like the mainspring of a watch, offers the balance, coordination, and precision needed to manage your finances effectively. In addition to financial planning, our comprehensive wealth management approach coordinates various financial components like cash flow, investing, insurance and estate planning to work together seamlessly. This includes partnering with CPAs and attorneys to provide clients with the most comprehensive solutions.
Just as a mainspring powers a watch’s movement, a financial planner with wealth management expertise empowers your financial journey, fostering the longevity and growth of your wealth.
Legacy Partners
Caroline Alabach
Meet Our Team in Seattle, WA
Seattle
Private Wealth Advisor
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Seattle, WA Office:
Our wealth management team provides expert financial guidance for individuals and families. We focus on long-term tax planning, considering the lasting effects of current financial decisions. Our customized solutions, regular reviews, and estate planning expertise promote financial well-being and wealth growth. We prioritize empowering clients with financial knowledge to make informed decisions for a prosperous future.
- 2236 32nd Ave W Suite A Seattle, WA 98199
- T: (206) 556-3693
- F: (206) 212-3868