We plan for your future so you can live in the moment.
Custom financial plans & investment strategies—where personal touch meets peace of mind.
Seattle Financial & Investment Planning
Wealth management can be an overwhelming experience. Gain control by letting our experts help organize and simplify your finances. At Shared Vision Wealth Group, we're your partner in finding the unique financial balance that works for you.
How We Can Help You
Shared Vision Wealth Group is an independent
Registered Investment Advisor (RIA) ⓘ
and
fiduciary ⓘ
. We operate a fee-only (no commission) practice, and our services include:
About Shared Vision Wealth Group
As your Seattle wealth management experts and fiduciaries, our objectives align with yours, and we always act in your best interest. We believe trust is the foundation of an impactful, long-lasting relationship.
Our Clients
Successful households (and business owners) looking for a solid plan for their future turn to our professionals.
Our Team
When you hire us, you get access to highly-skilled financial experts with proven track records.
We’re Working for You, Seattle
There’s nothing quite like the skyline of the Emerald City, with the iconic Space Needle rising above downtown high-rises, the blue water of Puget Sound, and the Olympic mountains in the background. And did we mention the beautiful evergreen forests of the Pacific Northwest?
Seattle is also known as a tech-centric city and a beacon for intellectuals. That’s why we love partnering with those who call the city home, ensuring them a secure future with financial planning and wealth management. If this is you, we’d love to meet you.
Take Control of Your Future Today
If you’re ready to work with a Seattle financial planning firm that will truly understand you and your goals, let’s get started.
