Financial Planning & Wealth Management in Seattle, Washington
Seattle’s booming economy, high cost of living, and tech-driven workforce demand a financial strategy that’s proactive, flexible, and future-ready. At The Consortium, we deliver personalized financial planning, tax strategies, and legacy solutions for professionals, families, and entrepreneurs across the Emerald City.
Why Seattle Clients Trust The Consortium
Fiduciary-First Advice for the Pacific Northwest
From Amazon engineers and healthcare workers to creatives and retirees, Seattle residents need smart financial solutions that keep pace with life in one of America’s fastest-evolving markets. We combine national financial expertise with local understanding to help you build, protect, and transfer wealth wisely.
Virtual Convenience. Local Expertise.
Whether you’re in Capitol Hill, Ballard, West Seattle, or Bellevue—we offer strategic planning through virtual consults designed around your schedule and lifestyle.
Seattle’s Financial Climate: Innovation Meets Complexity
As one of the most competitive housing and job markets in the nation, Seattle offers incredible opportunity—but demands financial precision. Our team helps you avoid costly mistakes, reduce taxes, and build a resilient plan that works in this dynamic environment.
Future
Our Financial Services in Seattle, WA
Wealth Management for High-Income Earners
From stock options and RSUs to real estate and business assets, we help Seattle’s tech and professional class manage portfolios with tax-efficient, risk-adjusted strategies.
Retirement Planning for Seattle Professionals
Plan for life after the 9-to-5 with strategies to balance high earnings, stock compensation, Social Security, and long-term income generation. Our retirement planning helps you manage rising living costs and preserve future flexibility.
Tax Planning Without a State Income Tax?
Yes—Washington has no state income tax, but it does impose capital gains tax on high earners. We help you legally reduce tax exposure through entity structures, retirement contributions, asset location, and more.
Business Financial Planning in Seattle
We guide startup founders, consultants, and independent business owners through entity planning, profit reinvestment, employee benefits, and exit strategies that align with long-term personal wealth goals.
Special Needs Planning in Seattle, WA
Families throughout King County rely on us to build secure financial plans for dependents with disabilities—preserving public benefits, structuring trusts, and planning for lifelong support.
Estate & Legacy Planning in Washington State
Washington has one of the lowest estate tax exemptions in the U.S. ($2.193M). We help you navigate state and federal estate laws through trusts, gifting, charitable giving, and multigenerational legacy strategies.
Do not save what is left after spending, but spend what is left after saving.
– Warren Buffet
Seattle Financial Planning FAQs
Do you work with tech professionals in Seattle?
es. We regularly help clients manage stock options, RSUs, ESPPs, and income-heavy portfolios across tech and biotech industries.
Does Washington have an estate tax?
Yes. Washington’s estate tax exemption is only ~$2.2 million—much lower than the federal level. We help you plan proactively to reduce or avoid this tax.
Can I benefit from tax planning even without a state income tax?
Absolutely. We help reduce capital gains, optimize federal tax brackets, and coordinate investments and business income to avoid unnecessary exposure.
Do you work with government or university employees?
Yes. We help educators, scientists, and government workers manage pensions, deferred comp, and retirement accounts like 403(b)s and TSPs.
Do you offer financial planning for remote workers?
Yes. Whether you’re fully remote or splitting time between cities, we’ll help you manage multi-state tax concerns, retirement planning, and insurance coverage.
Can you help my small business in King or Pierce County?
Definitely. We assist business owners with cash flow planning, benefits, profit-sharing plans, and long-term succession strategies.
How do I get started with The Consortium in Seattle?
Click the button above or give us a call. We’ll schedule a discovery session to understand your goals and create a plan designed for your life in Seattle.
info@consortiumadvice.com
Business Hours
Monday - Friday 9am - 5 pm