Located in the heart of downtown Seattle, look for us right across from the 5th Avenue Theater, at the corner of University and 5th Avenue. Our Seattle office invites you to visit and meet our financial advisors to see what our full-service team can provide.
Seattle is a beautiful city with lots to do. No trip there would be complete without checking out the Space Needle, Pike Place Market, the Museum of Flight, and the Museum of Pop Culture (formerly the Experience Music Project).
The city is surrounded by breathtaking natural beauty—with gorgeous places such as Mount Rainier, Olympic National Park, and North Cascades National Park beckoning your name. Seattle is also home to the Mariners and the Seahawks; there’s an NHL team coming to town beginning with the 2021-22 season as well. And although the SuperSonics left, you never know whether an NBA team will return to town!
For high net worth investors, financial planning integrates cash flow, budgets, tax, insurance, estate and investments to create a plan for your life and legacy.
With shifting tax codes and regulations, it’s important to make sure your estate plan is up to date. EP Wealth can review your estate plan and partner with your estate attorney to protect your estate and fulfill your legacy wishes.
Taxes are one of life’s largest expenses. EP Wealth can help with tax projections, planning, and the preparation of returns with our on-staff CPA to help you make informed decisions.
If you're looking to create a financial plan and a custom investment portfolio for your goals, talk to one of our Seattle financial advisors today!