Clients First

Every client has unique circumstances and family dynamics. Our approach is to provide customized solutions to meet client objectives.

We offer a client-centric environment including:

  • Strategic Wealth Planning Services
  • Broad Spectrum of Investment Solutions
  • Generational Wealth Perspective
  • Teamwork
  • Experience & Stability

Strategic Wealth Planning Services
We offer our clients a strategic process that systematically addresses the eight key components of their financial lives. It begins with an in-depth wealth assessment that identifies planning gaps, priorities are then set, and wealth solutions are developed and implemented. This can include collaboration with other service professionals as needed. See Wealth Planning Services for more information.

Broad Spectrum of Investment Solutions
As an independent registered investment advisory firm, not owned or controlled by any other financial institution, we are able to offer a broad spectrum of investment solutions. We have an open architecture investment platform, which means we have access to a wide range of investment vehicles that can be made available in your wealth management plan. Accounts are held at leading custodians, which provides access to such capital markets as fixed income, equities, exchange traded funds, mutual funds, and alternative investments. See Investment Management Services for more information.

Generational Wealth Perspective
An ancient Hebrew proverb states, "An inheritance quickly gained will not be blessed in the end." Since that time, families of all ages have learned to their dismay that wealth seldom survives three generations. Our process of developing your FamilyPACT   includes a focus on generational wealth preservation to help you create a lasting legacy for your family. See Family Legacy Services for more information.

Teamwork
Each client is served by an advisory team consisting of a lead financial advisor and a client service associate. They are your dedicated service team and main points of contact. Our experienced advisory teams work with a limited number of clients, which allows them to devote the necessary time and attention to each personal wealth plan. When needed, specialists are available from the financial advisory, portfolio administration, and investment research teams.

Experience & Stability
When you engage a financial advisory firm to help manage and preserve your wealth, you want a team that will stay with you for the long term. For the past 30 years, Capital Planning has been owned and managed by financial advisors that have lived, worked, and played in the Pacific Northwest.  In addition, our long term plan provides for an experienced and dedicated team that will span generations and continue to meet the ongoing needs of our clients.

To schedule a complimentary consultation, click here or contact our office by calling 425-643-1800 or toll free at 800-900-9899.

Events

See our Events Section for more details.

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