"2008, 2009, 2010, 2011, & 2012 Five Star Wealth Manager: Best in Client Satisfaction" – Seattle Magazine
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Helping Create, Manage, and Protect Your Wealth
• Comprehensive wealth management & fee-based financial planning
• Independent investment consulting and advice
• Tax Planning & Retirement Plan Distribution Management
• Asset protection and risk management planning
• Private money management solutions to help minimize portfolio tax and fee exposure
With over two decades of experience working with Northwest families, we have positioned ICON as one of the industry's leading independent wealth management and financial planning firms. Our locally owned firm has solidified numerous strategic alliances that give us large firm resources with a small firm feel. This allows our private wealth management team to focus on delivering more personalized attention to our clients and enables us to emerge as a leader in our field with respect to strategic, knowledge based consulting. Through our analytical processes and comprehensive advice, we offer our clients specific needs based recommendations and implementation decisions that will give them the tools they need to most efficiently align their financial resources. As we embark on working relationships with our clients, it is our unbiased and expert knowledge that holds the key to our mutual success. Gaining and keeping wealth requires education, vision and direction, and it is extremely hard to navigate in the financial world if you don't have someone you can trust to teach you the rules. Welcome to ICON. We are here to help.
For your complimentary initial interview, please email us.
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