Northstar Wealth Management LLC

Stonebridge Capital Management is a registered investment adviser based in Seattle, WA, founded in 1946 by Julian Weiss. With over 60 years of experience in equity and fixed income investing, the firm specializes in serving the unique needs of high net worth individuals and families, offering wealth and retirement planning services. As a 100% management-owned firm, Stonebridge is committed to understanding each client's objectives and values, creating personalized investment strategies to help them achieve their goals. With a team of experienced portfolio managers, the company strives to provide comprehensive financial solutions tailored to the specific needs of their discerning clientele.Generated from the website

Located in Bellevue, WA, Washington First Financial-LPL Financial operates as an independent broker-dealer, presenting a diverse selection of investment products, advisory services, and holistic wealth management solutions. Tailored for financial advisors, institutions, and registered investment advisors (RIAs), they furnish essential resources and cutting-edge technology platforms to facilitate individualized financial counsel. By furnishing assistance in compliance oversight, practice management, and efficient technology services, Washington First Financial-LPL Financial aims to equip advisors with the tools for impactful client interactions. Their pivotal mission revolves around optimizing financial advisors' productivity, precision, and capacity to operate autonomously in the intricate financial services sector. Generated using this brand's available information

Oliver Capital Management, Inc. is a Seattle-based firm specializing in Comprehensive Wealth Management services, offering a unique approach that focuses on both the asset and liability sides of each client's personal balance sheet. Led by founder Mark K. Oliver, the company prides itself on providing customized financial solutions with attention to detail, discipline, and world-class service. The team at Oliver Capital Management is dedicated to enriching the lives of their clients by utilizing a proprietary Comprehensive Wealth Management system that addresses retirement and education planning, asset allocation, tax strategies, estate planning, and insurance coverage. With a mission to grow and protect wealth, the firm's corporate culture emphasizes excellence, expertise, and a commitment to client success.Generated from the website