ABOUT US

About Private Client

The Private Client team of professionals brings extensive experience in financial management, care management, and fiduciary services, providing consultation and coordination to meet each client’s preferences, resources, and challenges.

Whether services are needed for individual peace of mind, families in crisis, or for long-term individual care coordination, our trained professionals assist clients through a wide variety of life’s challenges. We coordinate our services with individuals, families, courts, and other professionals to create arrangements that are specific to the client's preferences, needs, or resources. 

In every role, our client’s well-being remains paramount to our work.

We proudly serve as members of the National Guardianship Association (NGA) and Washington Association of Professional Guardians (WAPG).