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 high-quality investmenting. 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 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:

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.

 

Let’s get started.

600 Stewart Street, Suites 300 & 400, Seattle, WA 98101

(800) 231-7414

Our Seattle Wealth Management Team

Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee

Ready to schedule a consultation? Let us know the best way to reach you and a wealth advisor will be in touch.