Petrie Capital Management
Petrie Capital Management LLC, based in Seattle, WA, is a registered investment advisor that offers a comprehensive range of financial services tailored to the unique needs of its clients. Founded in 2004, the firm specializes in money management, legacy and family planning, risk assessment, and retirement strategies, focusing on preserving wealth while aligning investments with clients' values and goals.
Led by Founder and President Bruce Petrie, who has over 25 years of experience in finance, the firm supports a select group of clients to provide personalized investment management. Petrie Capital's approach integrates investment strategies with philanthropy and estate planning, ensuring a cohesive wealth management plan for families, individuals, corporations, and foundations.
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