Pace Michael

Stonebridge Capital Management is a registered investment adviser based in Seattle, WA, founded in 1946 by Julian Weiss. With over 60 years of experience in equity and fixed income investing, the firm specializes in serving the unique needs of high net worth individuals and families, offering wealth and retirement planning services. As a 100% management-owned firm, Stonebridge is committed to understanding each client's objectives and values, creating personalized investment strategies to help them achieve their goals. With a team of experienced portfolio managers, the company strives to provide comprehensive financial solutions tailored to the specific needs of their discerning clientele.Generated from the website

Flagerty Gardner, located in Bothell, WA, is a team of experienced financial advisors with over 30 years in the industry, dedicated to helping individuals, small businesses, and foundations navigate complex financial challenges. They pride themselves on building meaningful relationships with clients, focusing on personalized solutions that align with individual goals and values. Offering a comprehensive range of services, including investment management, estate planning, and tax strategies, Flagerty Gardner takes a client-centric approach that emphasizes transparent communication and the use of streamlined technology. Their expertise ensures that clients receive guidance through both expected and unexpected life changes, crafting tailored financial plans that address unique situations. Generated from the website

Collier Sustainable Wealth Management is a second-generation firm in Seattle, WA, dedicated to providing boutique wealth management services for families who prioritize partnership and personalized financial planning. With a focus on long-term growth and active portfolio management, Collier offers comprehensive strategies that reflect clients' goals and values throughout their financial journey. The firm emphasizes a high-touch, concierge-level approach, ensuring a clear plan and proactive guidance for a limited number of clients. Services include financial planning, estate and legacy strategy, and tax and insurance coordination, all designed to align investments with clients' aspirations and create a meaningful impact on their future generations. Generated from the website