Rainier Wealth Management, LLC
As an independent, full service, wealth management firm, Rainier Wealth Management, LLC was founded with the goal of assisting clients in every aspect of their financial lives. The process of serving clients begins with the time tested Six Step Financial Planning Process as outlined by the CERTIFIED FINANCIAL PLANNER™ Board of Standards:.
- Establish and define the client-planner relationship
- Gather client data, including goals
- Analyze and evaluate the client’s current financial status
- Develop and present financial planning recommendations and/or alternatives
- Implement the financial planning recommendations
- Monitor the implemented recommendations.
Serving clients requires TRUST. This is a word that we take very seriously. It is a word that is built on strength, character, and integrity, along with years of experience. We founded this company after working more than 20 years with Seafirst Bank, Bank of America, and Merrill Lynch.
Advice, guidance, and COUNSEL is the foundation at Rainier Wealth Management, LLC. The best financial planning occurs after TRUST has been established so that counsel can be given and received. Honest, open, two-way dialogue is the hallmark of the counsel that we provide.
Rainier Wealth Management, LLC is dedicated to steering every client to ATTAIN their goals and dreams. This happens through the comprehensive and customized financial planning process.