Indyfin is the investor experience platform that has redefined the way consumers find, research, review, and interact with financial advisors. With more than 200,000 advisors in the United States alone, finding the perfect match is no easy task. Which is why we built our advisor search, investor matchmaking, and easy-to-read profiles that help you find your perfect match. The best part? It’s free!

Formed in 2006, Trilogy Equity Partners is a venture capital firm based in Bellevue, Washington. We are your hardest working partner, backing ambitious founders from Seed to Scale. Trilogy leads early-stage rounds for enterprise and consumer software startups and takes a hands-on approach in helping entrepreneurs build extraordinary businesses over time. The firm’s roots include entrepreneurs and leaders of multinational, category-defining technology businesses. Select current and past investments include Remitly (NASDAQ:RELY), Owlet (NYSE:OWLT), Lookout, Skilljar, PushSpring, and Globys.

KBBS offers just one service: interdisciplinary financial counsel. Partnering with us means engaging across the whole plane of your financial picture. Often clients come to us initially because they are approaching an important financial waypoint. We seek to help them navigate successfully through comprehensive planning and integrating the different skills of our team members. Based in Seattle, we serve individuals, families and trusts across the country. We become deeply familiar with a client’s balance sheet, cash flow, tax profile, estate plan and much more. In this way we can pursue the best solutions across: • Portfolio design and management • Estate planning and trust administration • Income tax forecasting and tax management of legacy assets • Private investment funds, alternative investments and angel investing • Stock option strategies and executive compensation • Charitable giving strategies • Insurance coverage and claims • Home financing alternatives and more Financial fitness is a three-legged stool of work, thrift and prudent investing. For more than 30 years, we’ve sought to help clients build financial fitness in ways that reduce risk and strain, bring order and enhance understanding.

Initiated New Accounts, Fostered Client Relations, Compiled Tax Statements, Processed Investment Checks, and Supported HR Operations.

Smart planning, diversified strategies, and dedicated, personalized service do the work so you can live, thrive, and prosper with peace of mind. Wealth with integrity / gouldcapital.net

East Seattle Partners (ESP) is a multi-asset investment firm funded entirely by private family capital. Powered by decades of company-building experience, ESP focuses on growth equity and real estate opportunities. The firm invests in non-healthcare growth companies that seek to redefine established business categories, solve critical market issues and build community. With a focus on the Pacific Northwest, ESP takes an active value-add approach, looking to partner with world-class entrepreneurs, management teams, and business partners to create long term value. For more information, visit the company online: eastseattlepartners.com

- Purchase investment properties for the purpose of resale and/or rental income.- Currently manage a portfolio of multi-family homes with positive cash flow.- Involved in all aspects of the business including property acquisitions, financing, maintenance, tenant relations, and financial accounting.

Fund of Hedge Funds with $2.1 billion in peak assets under management - Built scalable back office and streamlined close process while increasing accuracy - Managed all finance, accounting, tax, treasury and regulatory related issues - Renegotiated $1.3b in leverage to LIBOR+165 bps in post-Madoff era

Responsible for all group insurance account management as well as some individual life, long term care and disability sales assistance.

Life today presents plenty of challenges; you don't have to be expert in finance, investments, taxes, legal documents, and healthcare. You can say, "I have people"​ -- and even better, work with us and you can say, "I have a team."​ So instead of your going to 5 meetings, we'll assemble all your advisors at 1 meeting where you'll see a seismic shift in how much gets done. And how well. Private. No one else has your needs and your priorities. Or precisely your investment portfolio. Advisory. Bring your CPA, attorney, any specialist you want. We have terrific professionals with thoughtful, sensible, for-your-ears-only advice. Group. Fewer and shorter meetings. Fewer loose ends. A whole lot more peace of mind.

KKRA was founded in 1983 as a fee-only investment advisory firm with a dedication to its clients first and foremost. Throughout decades of independent investment experience and many complex situations, we have built a familiarity with multiple environments, approaches, and alternative techniques. By concentrating our expertise on defining clients’ optimal blend of return and risk, we design customized strategies to protect and build your wealth while actively maintaining and adjusting as markets and financial lives evolve.

Bob McMahon uses the trade name/DBA Premier Wealth Washington. All securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI, ID, MN, OR, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.