Making your wealth work for you requires thoughtful, strategic financial planning.
We start by listening
Instead of beginning by telling you what you need, your Laird Norton Tyee (LNTyee) wealth advisors ask questions about your assets and your life's goals. We want to know what matters to you. Together we will devise a plan to align your financial resources so they support your goals, dreams and objectives.
Examining the options
Our approach delivers sophisticated financial planning that explores all the choices available for living with your wealth. Charting your options enables you to see the potential short- and long-term outcomes of your financial decisions. This allows you to make informed decisions and move forward with confidence in your plan.
Live the life you choose
With a plan in place, your advisors will work to ensure your wealth supports the life you choose to live — both now and in the future.
Tools and services
Your personal team of wealth advisors draws from a wide range of planning tools and services, which include:
- Cash flow modeling and cash flow management
- Tax planning
- Risk management and insurance planning
- Budget review and analysis
- Education funding analysis and strategies
- Stock option planning and concentrated stock position strategies
- Retirement and other life transitions
- Charitable giving and philanthropic planning
- Collaboration with other advisors such as your attorney, CPA or business advisors
- Trust and estate planning
- Investment management
Learn more
Please call 800.426.5105 for an appointment to learn more about what Laird Norton Tyee can do to support you and your family in living with wealth.
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