Seattle Wealth Management
600 Stewart Street, Suites 300 & 400, Seattle, WA 98101 | (800) 231-7414
The wealth management team of Kayne Anderson Rudnick has been creating customized financial planning and investment solutions since our founding in 1984, when Richard Kayne, John Anderson, and Allan Rudnick first launched their firm. In the years since, we’ve remained committed to high-quality investing. With a look at our portfolio history and our 97% client retention rate, it’s no surprise that we’ve been ranked year after year among the best wealth management firms in the United States by Barron’s Magazine.
With the KAR Seattle wealth management team, you’ll have a financial partner you can trust to achieve your goals, giving you the peace of mind you need to enjoy what’s most important: living a happy, meaningful, healthy life with those you love.
Our wealth management services include:
- Investment Advisory
- Retirement, Tax, and Charitable Planning
- Asset, Liability, and Cash Flow Analysis
- Risk Mitigation
- Estate Review
Contact our Seattle wealth management office to begin a consultation with a KAR wealth manager. Your process will involve a holistic, comprehensive examination of your particular financial situation and your specific goals. We’ll help you lay a strong foundation for your and your family’s future with a plan that is tailored to you.