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Showing 1 - 12 of 16 results
SILVER CREEK ADVISORY PARTNERS LLC
SILVER CREEK ADVISORY PARTNERS LLC
Seattle, Washington
11-50 employees
Silver Creek Capital Management is an alternative investment boutique with a focus on private credit, hedge fund strategies and real assets. Silver Creek specializes in developing highly structured, unique investment solutions for a global client base which includes public and corporate retirement plans, insurance companies, foundations, endowments as well as advisors and family offices who seek to access these asset classes. For more information about the firm, whose history spans over two decades, please visit www.silvercreekcapital.com.
Retirement Benefits Rank
Top Benefits
BADGLEY PHELPS WEALTH MANAGERS, LLC
BADGLEY PHELPS WEALTH MANAGERS, LLC
Seattle, Washington
11-50 employees
For 50 years, we've helped high-net-worth individuals, families, corporations and foundations protect their assets and grow their wealth. Based in Seattle, we specialize in wealth management, investment management and financial planning, striving to create customized solutions for each client’s unique goals and objectives. And we’re independent, which means that with the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence. Follow our LinkedIn page to see perspectives on industry news, financial planning and other topics of interest.
Retirement Benefits Rank
Market Competitive
BADGLEY PHELPS WEALTH MANAGERS, LLC
BADGLEY PHELPS WEALTH MANAGERS, LLC
Seattle, Washington
11-50 employees
For 50 years, we've helped high-net-worth individuals, families, corporations and foundations protect their assets and grow their wealth. Based in Seattle, we specialize in wealth management, investment management and financial planning, striving to create customized solutions for each client’s unique goals and objectives. And we’re independent, which means that with the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence. Follow our LinkedIn page to see perspectives on industry news, financial planning and other topics of interest.
Retirement Benefits Rank
Market Leading
COLUMBIA PACIFIC ADVISORS, LLC
COLUMBIA PACIFIC ADVISORS, LLC
Seattle, Washington
11-50 employees
Columbia Pacific Advisors (CPA) manages strategies in real estate investing, real estate lending and opportunistic investment. Columbia Pacific Advisors Bridge Lending, a platform within CPA led by Managing Director Billy Meyer, serves commercial real estate clients nationwide. A fully capitalized real estate bridge lender, the platform provides short- to intermediate-term loans ranging from $10 million to $100 million on a range of income producing properties including multifamily, senior housing, affordable housing, hospitality and self-storage. For more information, visit www.columbiapacific.com.
Retirement Benefits Rank
Market Competitive
EMPIRICAL FINANCIAL SERVICES, LLC
EMPIRICAL FINANCIAL SERVICES, LLC
Seattle, Washington
11-50 employees
Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services.  Empirical has offices in Seattle, Bellevue, Spokane, Portland, San Francisco, Los Gatos and Irvine and services clients all over the country. Empirical provides financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. Our mission is to provide you with the most effective, unbiased investment and financial planning advice available. Rather than just being another Financial Advisor, Empirical strives to be a Personal Financial Advocate, working to help our clients make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of an overall customized financial plan. This strategy is simple, yet profound for our clients: the greater the number of prudent financial choices our clients make, the more quickly clients will get to where they want to be. Empirical strives to do all that we can to help capitalize and realize those very possibilities.
Retirement Benefits Rank
Below Market
SHAREBUILDER ADVISORS, LLC
SHAREBUILDER ADVISORS, LLC
Seattle, Washington
11-50 employees
401(k) plans designed to be low cost and easy to setup for any size business. ShareBuilder 401k brings together digital ease with great service to help you save more for retirement and on taxes too. Our mission is to Lead Americans to Save. We believe everyone can be a Saver, and we're delivering the technology, investment and service expertise to help make it happen for you. We pioneered online quote to purchase of 401(k) plans and the all index-fund investment roster (using Exchange-Traded Funds and one Money Market) to help any size business and their employees enjoy the benefits of a low-cost, high-service 401(k) plan. ShareBuilder 401k was launched in 2005 with the goal of making retirement savings plans accessible for all. Today, we serve over 6,000 companies across America offering 401(k) plan design consulting, employee education, digital setup, and investment management services. Investment advisory services are offered by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. ShareBuilder 401k is the marketing name of ShareBuilder Advisors, LLC. © 2019 ShareBuilder Inc. All rights reserved.
Retirement Benefits Rank
Top Benefits
GARDE CAPITAL, INC.
GARDE CAPITAL, INC.
Seattle, Washington
11-50 employees
At Garde Capital, learning your story is our primary concern and the advice we provide will grow from there. Through an extensive discovery process, we help you envision a comprehensive picture including goals, challenges and major transitions before tailoring a personalized set of recommendations from the ground up. Your investment roadmap becomes a journey we take together with regular meetings and evaluations along the way — and your best life is at the heart of every decision. If you already have financial partners in place, we will coordinate, communicate and collaborate with each to create an organized, efficient team completely invested in your success. You can stop worrying about all the moving parts; that’s our job. Built on a foundation of trust and long-term support, our unique client communication and service model ensures you’ll see your financial picture with utmost clarity and face the future with confidence knowing you’ve got an experienced, competent partner at your side. Garde (pron. guard): Protect. Defend. Grow
Retirement Benefits Rank
Top Benefits
ZEVENBERGEN CAPITAL INVESTMENT
ZEVENBERGEN CAPITAL INVESTMENT
Edmonds, Washington
11-50 employees
For over 30 years, Zevenbergen Capital Investments LLC (ZCI) has pursued a growth-equity mission of investing in well-managed, early-stage, public companies with disruptive business models. ZCI prioritizes wealth creation — not simply wealth maintenance — anchored in convictions around revenue growth, the purest measure of demand. ZCI serves public funds, endowments, corporate pensions, banks and thrifts, and individual clients while managing nearly $3 billion in assets. In addition to private wealth and separately managed portfolio strategies, ZCI manages three mutual fund products within:  Zevenbergen Funds https://www.zci.com/funds  Sub-Adviser to Virtus Asset Trust https://www.virtus.com/products/zevenbergen-innovative-growth-stock
Retirement Benefits Rank
Market Competitive
MAVERON LLC
MAVERON LLC
Seattle, Washington
11-50 employees
Maveron is a consumer-only venture capital firm funding the brand upstarts, the disruptors, the slayers of the consumer old guard. We target companies at their earliest stages and are obsessed with helping extraordinary founders build consumer companies that directly engage, evangelize, and enchant customers. We invest where people live, work, spend, find joy, stay healthy, and everywhere in between. We are searching for the next big brands in social, fintech, healthtech, ecommerce, education, and beyond. We've had the distinct pleasure to back some incredible companies - Zulily, Allbirds, Trupanion, Everlane, General Assembly, eBay, August Home, Imperfect Produce, and many more. The Maveron team lives in San Francisco, Seattle, and New York City. We invest everywhere in the U.S. We believe that diversity is an asset, and we have a team that comes from all walks of life. Our values are our north star: Unapologetically non-normal, 'ships over 'actions, Profit + Purpose, and Win the Right Way. Learn more about Maveron at www.maveron.com
Retirement Benefits Rank
Top Benefits
PACIFIC PORTFOLIO CONSULTING, LLC
PACIFIC PORTFOLIO CONSULTING, LLC
Seattle, Washington
11-50 employees
With over 20 years in the field of providing comprehensive financial guidance to individuals, families, and institutions, Pacific Portfolio’s team of advisors is personally and professionally invested in the success of each of our clients. Our philosophy is that the best results are achieved when the services are tailored to the client. When you are our client, we work to create a fully customized, fee-only plan that is based on your goals, not our preferences. We have always valued resiliency, both in our relationships and our investment strategies. That’s why our clients stay with us for a lifetime, and rely on us to manage their wealth for the next generation and beyond. We are committed to providing comprehensive financial and investment research and management, drawing on our unique in-house data and research teams. We have built these resources in order to better serve you and your financial goals, and you won’t find this level of holistic commitment and service anywhere else. By servicing your complete investment advisory needs in-house, we are able to better provide ever-evolving wealth management and institutional investment solutions that will meet your needs for years to come. We are privately owned by a well-known and respected group of local investors with a goal to keep the company locally owned and operated to provide services to their families as well as our clients for many generations to come.
Retirement Benefits Rank
Market Competitive
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FULCRUM CAPITAL, LLC
FULCRUM CAPITAL, LLC
Seattle, Washington
11-50 employees
Fulcrum Capital is a 100% independently owned, wealth management firm founded in 2007. Fulcrum works with Foundations, Endowments and Individuals seeking investments in high-quality sustainable companies that align with their values. Fulcrum’s boutique size allows them to be nimble and flexible with their investment strategies, and proactive and responsive with their clients. Fulcrum’s five investment professionals average over 30+ years of experience. With four MBA degrees, two CFA designations, one ChFC charter holder, and one CFP designation Fulcrum is well credentialed to manage and grow their client’s wealth.
Retirement Benefits Rank
Below Market
COMPREHENSIVE WEALTH MANAGEMENT, LLC
COMPREHENSIVE WEALTH MANAGEMENT, LLC
Lynnwood, Washington
11-50 employees
Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners. Our team of fiduciary professionals assists in the development of realistic goals, and designs and implements comprehensive financial plans in order to provide creative solutions to achieve financial objectives such as college funding, wealth accumulation, and retirement planning. Clients throughout the greater Puget Sound area trust the financial planners from Comprehensive Wealth Management for assistance with portfolio management, estate planning, mutual funds and more. Contact the professionals at CMW today for more information and to begin preparing for your financial future. - - - - - Registered Representatives associated with Comprehensive Wealth Management offer securities through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. Financial Advisors associated with Comprehensive Wealth Management offer advisory services through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. CWM & IFG are unaffiliated entities. For state licensing information please visit www.cwmnw.com The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Retirement Benefits Rank
Market Competitive