Private Wealth Management & Financial Planning in Seattle

local knowledge. all in-house.

About the Seattle Team

The Seattle Team works with clients along the West Coast and across the United States who seek clarity, confidence, and thoughtful guidance through life’s financial transitions. Led by Laurie Adams, the team specializes in helping women navigate retirement, inheritance, family change, and legacy planning with a steady, compassionate approach. Drawing on a global background and a deep commitment to holistic planning, the team transforms complex financial decisions into clear, actionable strategies aligned with each client’s values and long-term goals. Known for calm insight and trusted partnership, Laurie and her team support clients through every chapter of their financial lives.