LOCATION OVERVIEW
Located on the Seattle waterfront, our office is rooted in the Pacific Northwest and the people, businesses, and communities that make the region unique. Since 1992, our Seattle team has served high-net-worth families, individuals, and institutions, building lasting relationships through thoughtful advice, disciplined investment management, and a commitment to putting clients first.
Our team brings together experienced Pacific Northwest professionals who believe sophisticated wealth management should feel personal. We combine institutional-quality investment research and portfolio management with a personalized approach tailored to each client’s goals and priorities. Our deep roots in Seattle and collaborative culture allow us to draw on experience across a broad range of financial disciplines.
Our commitment to serving clients for the long term is strengthened by our relationship with Waverly Advisors. Waverly’s national footprint and extensive resources complement our local knowledge and longstanding client relationships, giving our team greater depth and capabilities while preserving the personal attention and high-touch service our clients value.
We believe our responsibility extends beyond the services we provide to our clients. Community has always been an important part of our culture, reflected in our longstanding commitment to giving back and supporting the organizations and communities where we live and work. We believe that being a trusted advisor means being invested not only in our clients’ success, but also in the communities we are proud to call home.
THE WAVERLY DIFFERENCE
Waverly Advisors is a fee-only, fiduciary Registered Investment Adviser serving high-net-worth and ultra-high-net-worth individuals, families, and business owners. Our firm was built on a commitment to objective advice, long-term relationships, and financial guidance grounded in trust.
We provide integrated wealth management, financial planning, and investment advisory services designed to help clients navigate complexity with clarity. Our approach coordinates the many moving parts of wealth, including investment management, tax strategy, estate planning, and legacy considerations, into one thoughtful, personalized plan.
As we have grown, our focus has remained the same: delivering a high level of care, expertise, and personal attention to the clients and families we serve. With deep roots in our communities and a growing national presence, we help clients make confident decisions and build strategies aligned with their lives, values, and long-term goals.
FAQs
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.
Learn more about our full range of investment management services and how we can support your financial planning needs.
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