Hey everyone,

As many of you know, I'm transitioning into Private Wealth Management in the Northwest. I really value working with top notch people who do business in a very top notch way.

What has been your experience with wealth management companies in the Northwest? Who do you think is the best top 3 firms in this area?

here is a list that I am looking at in no particular order:

Goldman Sachs (off my list, but a great company)
Cornerstone
Laird Norton Tyee

The type of company I am looking for:
1) Keeps a strong client to adviser ratio ( 30:1 or so)
2) Gives a very high level of service, bespoke in many cases.
3) Focuses on wealth preservation and regeneration which means they help with trusts, estate planning, and the other complications of wealth.

If you'd rather PM your thoughts, that's cool too.

Thanks guys,

 

Cornerstone America?

 

How about Harris myCFO? http://www.harrismycfo.com/

 

how about a 55 gal drum in the backyard.
no broker needed but safer now

 

^^ You speak the truth, Mark. I would never trust anyone to manage my money but me.

 

Will send you a pm. I have someone who I use and highly recommend.

 

Thanks for all the PM's folks. I'm getting a pretty good sense for who is out there and there reputations.

This is part of my search for a job upon graduation for the MBA program. It is important to me to really enjoy what I do and work with the best there is. So, I really appreciate the candid responses.

Keep'em coming. PM's are great.