MSINVEST

At Marshall & Sullivan, we partner with our clients by helping them manage their wealth, so they do not have to do it on their own. This allows them to spend more time and energy on what matters most in their lives. Through client-centered relationships, we focus on our clients' unique needs and goals. As a fiduciary, we manage financial assets with a disciplined investment approach on a fee-only basis. No matter what changes life brings, our team is committed to understanding each client's individual set of circumstances - creating a clear financial path forward... Our team strives to provide same-day follow-up, reliable follow-through, and solutions customized to you. We are willing to meet in the office, over the phone, or another place of your choosing... By partnering with Marshall & Sullivan, you gain a team dedicated to overseeing your wealth and working one on one with you to make optimal decisions for your financial life.

Also known as: Marshall & Sullivan, Marshall & Sullivan, Inc

Primary location: Seattle United States