Rooted in Connection. Guided by Values.

We believe the true value of wealth is the ability to spend more time with the people who matter most and doing more of what makes you feel fulfilled.

With more than 30 years of experience providing multidisciplinary financial guidance to individuals, families and institutions, our Seattle team combines personalized advice with Waverly’s broad resources and capabilities. Through our proprietary processes and comprehensive approach, we develop customized strategies designed to help you pursue your financial goals with greater clarity and confidence, so you can spend more time on what you value most.

Our Seattle team provides comprehensive wealth management, retirement plan, institutional consulting, trust and family office services to individuals, families, business owners, executives, organizations and institutions. We combine the experience and relationships of our local team with the resources and capabilities of a national, independent, fee-only Registered Investment Advisor.

WEALTH MANAGEMENT
Our Dynamic Whiteboard Process® helps clients gain clarity around their financial goals and develop strategies for their investments, taxes, estate and other financial priorities.

PORTFOLIO CONSTRUCTION
Our proprietary Focus-5® Investment Methodology: CARPE™ provides a disciplined framework for analyzing Capital Markets, Asset Allocation, Risk/Return, Planning and Execution to help clients construct portfolios aligned with their goals.

CORPORATE RETIREMENT PLANS
Retirement Plan Management and Advisory Services provide a customized, high-touch approach to plan governance designed around each employer’s unique needs. Our Seattle team works closely with plan sponsors and fiduciary committees to provide tailored fiduciary, investment, and retirement consulting for 401(k), 403(b), 457, defined benefit, and nonqualified deferred compensation plans.

We evaluate existing plan structures and service provider relationships, drawing on our deep experience in plan stewardship to ensure plan sponsor priorities drive service, plan design, and delivery. Our investment services are available as an ERISA Section 3(21) co-fiduciary or ERISA Section 3(38) investment fiduciary, allowing us to tailor the level of responsibility and support to each plan sponsor’s needs.

With 401(k) Complete, recordkeeping, custodial, and investment services are bundled into one integrated solution, with Waverly serving as an ERISA Section 3(38) investment fiduciary. Waverly provides integrated support for plan sponsors looking to simplify the management of their retirement plan while providing greater clarity and efficiency. As an ERISA Section 3(38) investment fiduciary, Waverly assumes responsibility for key investment decisions, including fund selection, ongoing monitoring, and asset allocation for risk-based models, helping sponsors manage complexity with greater confidence.

TRUST SERVICES
Pacific Portfolio Trust Company, affiliated with Waverly Advisors, provides dedicated Trust Services to help families, trustees and beneficiaries navigate the complexities of trust administration, estate settlement and fiduciary responsibilities. Our Seattle team works closely with clients, attorneys, CPAs and other professional advisors to provide personalized guidance and support throughout the process. We serve our clients in a variety of ways including, Trustee & Successor Trustee, Co- Trustee, Agent for Trustee, Directed Trustee, Estate Administration, and Tax, Charitable & Specialty Trust Services.

INSTITUTIONAL CONSULTING
We provide customized investment consulting and fiduciary support to institutions, foundations and other organizations, including investment policy, asset allocation, manager selection, portfolio construction and ongoing investment oversight.

FAMILY OFFICE
Bespoke financial frameworks coordination asset oversight, tax mitigation, and risk management to preserve multi-generational wealth for Seattle families.

We provide personalized wealth management services that combine comprehensive planning, including financial, estate, trust, investment, and wealth transfer planning, with institutional quality investment management. Our clients benefit from a dynamic financial planning process, sophisticated investment research and portfolio management, and access to experienced professionals across a broad range of financial disciplines.

As a fee only fiduciary, we tailor our advice and solutions to each client’s unique objectives, with a focus on cost efficiency, tax awareness, and long-term results.