Seat available
Wealth Management
Investment management and planning for business owners, coordinated with their CPA and attorney rather than around them.
Finance · 1 of 28 seats · Washington, Oregon & Idaho
This seat is available
No company currently holds Wealth Management at NW Strategic Partners. The first firm admitted to this category holds it exclusively — every referral in this category from every other member at the table goes to one name.
When the table refers this seat
A client just had a liquidity event, or is contributing to a 401(k) with no plan behind it.
Every seat has a trigger like this one. It is what makes a referral group useful rather than social: members are not asked to remember 28 businesses, they are asked to recognise 28 situations.