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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)



. 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.

Learn More

Our Approach

We listen and get to know you, delivering a customized experience.

Discover How

Our Team

When you hire us, you get access to highly-skilled financial experts with proven track records.

Meet Our Team

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.

(760) 349-1750

* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP®certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.