Building a Legacy with Integrity & Discipline
At Rainier Family Wealth, we are dedicated to building a legacy of integrity and discipline through personalized wealth management services. Our mission is to guide families to achieve their financial aspirations by crafting comprehensive, tailored financial plans that reflect their unique goals and values.
Our PHILOSOPhy
Individuals differ in many ways – risk tolerance, time horizon, goals, resources – but our process remains constant. We are disciplined in our approach, consistent in our execution and unwavering in our commitment to serving clients and their families with integrity, transparency and empathy.
At Rainier Family Wealth, integrity and discipline are the foundation of our efforts to help clients build their legacy.
Listen
A strong, productive relationship is built upon a foundation of trust, listening, and understanding.
Provide Continual Oversight
From development to execution, and ongoing monitoring, your financial strategy is a living entity that changes as your needs and goals evolve – and we’re on top of it every day.
Develop a Custom Plan
Your roadmap to success is flexible, reflects your values, and is aligned with your goals.
Are Always Available
Open communication is central to how we deliver results, and it is the framework within which we operate. We’re here for your questions and concerns, providing an objective voice and a friendly ear.
We Make it All About You
Our Services
You are complex and multi-dimensional. You deserve a financial partner who recognizes that your financial and wealth needs are equally intricate and multi-faceted. Our team possesses broad expertise and offers a wide range of services to meet your needs today and in the years to come.
Financial Planning
We evaluate where you are – personally and financially – and work with you to create a comprehensive and integrated blueprint designed to optimize your resources and accomplish your short and long-term goals. Because life happens, we monitor your plan and adjust as your circumstances and objectives change.
Investment Management
Both a science and an art, investment management brings together insights gleaned from speaking with you. This includes your values, goals, and ideas around wealth and money, as well as our expertise in the areas of economics, global stock, and credit markets and strategic asset allocation.
Retirement Planning Solutions
Retirement is whatever you envision it to be. Retirement planning is how Rainier Family Wealth positions you to realize your goals during this stage of your life. From investments and income planning to asset protection and tax mitigation, a realistic, well-planned strategy is key to transforming today’s dreams into tomorrow’s reality.
Risk Mitigation Services
Safeguarding all you have worked so hard to amass is critical, not only to your peace of mind but also when it comes to legacy planning and protecting your family. The Rainier Family Wealth team can assess your needs, identify coverage gaps, and recommend solutions.
Estate Planning
What will be your legacy and how can you protect it? At Rainier Family Wealth, we leverage our expertise to advocate on your behalf and coordinate efforts with your other trusted professionals to ensure your wishes are carried out while protecting the value of your estate.
Rainier Family Wealth is a registered investment advisor offering advisory services in the state of Washington and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision.
Past performance is no indication of future results. Investments in securities involve significant risk and have the potential for partial or complete loss of funds invested. It should not be assumed that any recommendation made will be profitable or equal any performance notice on this site.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Rainier Family Wealth disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
Rainier Family Wealth does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Rainier Family Wealth be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Rainier Family Wealth or a Rainier Family Wealth authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
