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.
