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Rick M. Bryan, CFP®

Conlon & Dart Wealth Management

720 Olive Way
Ste 1850
Seattle, WA 98108
Phone: (206) 728-0222
Fax: (206) 728-1255

Toll-free: (206) 459-4839

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.