Highly recommend working with Chris. He is very personable, has a lot of patience, and is quick to…read morerespond and answer questions. It is hard to trust people with your money but he has all my confidence. I believe he is truly there to help clients achieve their financial goals as he is helping me with mine.

Chris has been an amazing guide when it came to managing my portfolio, and keeping my best…read moreinterests and goals at the forefront of his plans to ensure that I'm seeing returns and also understanding and learning about the market and how my personal plan for my investments fits into the overall larger equation. He is one of the most trustworthy people I've met in a long time and he went from becoming just a money manager to someone I now truly consider a friend. He has been willing to and given advice in other areas of my life as well where he has specific expertise and I just can't thank him enough. Anyone would be lucky to have him as a wealth management partner! Thanks again Chris!!

I have been working with Bob MacRae for several years. He helped my husband and I develop a…read morefinancial plan and strategy that allowed my husband to retire after a medical issue. I am very appreciative of his support during a difficult period. His guidance has provided us with an increase in our portfolio and with his support, I am confident in my family's future. Because I trust his advice, I recommend him to my friends and family.

Beware of Robinswood financial - Had our money there for several years, just recently dug into our…read morefinancials in the last prep to retirement and was shocked at how poorly the accounts were doing. Bob Mcrae has absolutely no idea what he is doing, and if you ask him ANY questions, he becomes extremely defensive. He only has a certificate of some sort, NO college degree whatsoever. Ugh. The returns were so BAD! When I asked questions on the 'strategy' and asked for some changes, he became hostile and lost all composure - then got weepy, made excuses & offered to remove all his fees for a year in recompense. Bizarre. His incompetence cost me plenty.

This seems to be a great team, focused on good outcomes for their clients. I have received great…read morevalue, including from the useful content on their website. I had requested a 15min free consult on their website on a specific topic. Dave Welty himself called me, set up time with his COO and himself, and they have spent significant time walking me through some important decisions since they saw it was time-sensitive for me. I'm not even a paying client yet so I am sure their clients are in good hands. They are definitely experts in their chosen areas, so check them out if that's where you need help. Whenever the time is right for me in the near future, they will be a top choice for me.

Dave Welte has put together a great team to provide the highest quality in the managment of retiree…read moreor pre retiree assets. I rest easy knowing that my portfolio is being managed with great care so I don't have to worry about it. I am sure I could not do as well myself and besides that I don't want to put in the time to try. Talk with Dave or one of his team. You won't regret it.

Benjamin at Briarwood Financial is personable, easy to talk to, and initially comes across as…read moresomeone you can trust. Unfortunately, my experience after working with him long-term was extremely disappointing. Throughout 2025, communication was poor and he was consistently months behind on my P&L reports. Deadlines and promises were repeatedly missed, and emails requesting updates or information often went unanswered for long periods of time. After becoming concerned, I hired a new CPA to review my QuickBooks records. I was informed that my books were not being maintained to industry standards. Accounts had not been reconciled. Taxes were not being separated from sales, bank accounts had never been reconciled, payroll journal entries for 2025 were missing, and deposits were not properly broken out into sales, tips, sales tax collected, and processing fees. There were also uncategorized transactions going back to 2024. When I realized the extent of the issues, I terminated the relationship and requested the work be completed before transitioning elsewhere, since I had already paid for these services. Rather than taking accountability, I was met with pushback regarding contract timelines despite the condition of my books. What concerned me most was learning that my taxes had been filed while my books were still inaccurate and incomplete. After disclosing my issues with the accounts, he advised he would clean the books up to match the tax return. I later received notice from the IRS that the filing was being held for review. Hopefully his confidence is valid and they don't find any issues. There were also issues with him not filing my quarterly taxes that were included in my service plan. He only entered one filing since we started working together in May 2024 but he never actually submitted it, resulting in penalties and late fees. Although I was told the fees would be covered, that did not happen until after I ended the relationship and raised the issue again. I understand mistakes happen, but this was a repeated pattern of poor communication, missed deadlines, lack of follow-through, and improperly maintained financial records. I would strongly encourage anyone considering Briarwood Financial to carefully review their books regularly and not assume things are being handled properly behind the scenes.

Briarwood has been amazing. They are very personable and understand how to help people. They are…read morevery knowledgeable and care!

Best financial advisor I've ever spoken to! Gave solid advice on what we needed to do with our…read moremoney instead of just saving it in the bank.

Before I met Damien I was in debt, had no retirement, no savings, and no insurance. Now I am debt…read morefree, maxing out my 401k, have proper insurance, and have money stocked away in investments. I am incredibly grateful to have met Damien. He has a great deal of knowledge, is quick with responding, and takes his time answering all of my questions. He doesn't try to sell you products, but instead tries to educate you on all of your best options. Damien is flexible with meeting and conference call times, which I am also thankful for. I can't recommend him enough. Thank you, Damien.

Kevin is a knowledgeable and experienced professional. He is easy to talk to and work with. The…read morefinancial work that he completed for me with the help of his team was thorough and extremely useful to me for retirement and legacy planning.

If I could give Kevin 10 stars, I would. Kevin was instrumental in helping me select the best…read moreoptions for my first 401K plan. I came to him confused, but left feeling absolutely confident in my final decision. He was extremely patient and make sure that all of my questions were answered. I truly appreciate his dedication, expertise, and commitment. I would 100% use him for all of my financial planning needs. HIGHLY recommend!

Our family and extended family have all set up Living Trusts with Ed Day. He is very knowledgeable…read moreon the best ways to save your wealth and will set up a comprehensive system, so that when the inevitable happens, your property and assets will not be tied up in probate with lawyers taking their cut. Very wealthy people have always used living trusts to protect their assets. It's not for just the very wealthy, it's for anybody wishing to protect their wealth, have a plan in place when you pass away. If you have property in the greater Seattle area, you have a major asset right there. You don't want half of it going to lawyers and not your own family via wills and probate. We have personally seen this work when two family members with a Heritage Benefits living trust passed, the assets went straight to the beneficiary(s) bypassing all of the legal probate hassles, fees, lawyers cut, taxes etc. Its very comforting for the spouse and children to not be dealing with the legal stressful situation of going through months of probate and lawyers that don't have your best interest at heart.

Our family has been impressed over the years with the care and knowledge provided by the "Best…read morePersonal Wealth Managers in the Seattle Area". Through free individual consultations and free seminars, Heritage Benefits educates clients in Tax Prevention, Estate Preservation and Investment Management. We were referred to this company by many friends to create a Living Trust, and have enjoyed a wonderful experience with them. Always helpful!

Five stars, hands down. I have been a HighTower client for a few years working with Randy…read moreWilliams-Gurian. The level of service I get from Randy is unparalleled. He has been able to help me make sound forward thinking decisions about my investments and is always available to offer advice. Randy has become an essential trusted advisor I cannot do without. I do not hesitate to refer my friends and family to him knowing they will be in good hand and receive the very best guidance.