In this complicated world, savvy investors rely upon a collaborative team of experienced professionals to help them pursue their goals. As your partner and central advisor, CWM understands that holistic wealth management requires a coordinated approach. With this in mind, CWM has compiled a professional directory of prudent industry colleagues who meet our high standards for client service, and whom we trust to help guide you on your path to living richly.
- Kathleen Griffin, American College Strategies, Edmonds, WA
- Learn more about Kathleen and American College Strategies in her guest blog post.
- Jennifer Mcauliffe, Dorsey & Whitney LLP, Seattle, WA
- Jacob Menashe, Hickman Menashe, Lynnwood, WA
- Kyle Ray, Puget Sound Wills, Edmonds, WA
- Leonard Hagen, JD, LLM, Sound Estate Planning, Edmonds, WA
- Read Len's insights on the importance of formalizing a medical power of attorney in his guest blog post.
- Kevin Copp, Kent Probate, Wills and Trusts, Kent, WA
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