tech and healthcare professionals in their 30s, 40s, and 50s...

decisions requiring thoughtful (and thorough) planning...

You want to make sure you are making the right financial decisions and not wasting your high earnings years. You also want more time for what matters, the ability to enjoy the present while making progress toward the future you envision. You want someone who understands your complete financial picture and can connect the dots.

we know you have a lot goin on...

You are at the point where peak earnings and career demands collide with growing lifestyle complexity and high stake decisions. It often feels like you are being pulled into too many directions. Whether it is about starting a family, raising kids, aging parents, home purchase, career change, taking a break, or something else, significant milestones keep piling up.

financial picture past the DIY phase...

You understand that financial decisions are rarely done in a vacuum. Yet trying to figure out how everything interacts and supports the life you want can feel daunting and overwhelming. You might be in a high tax bracket, navigating equity compensation or variable productivity bonus. You might have a large single stock position that is keeping you up at night or a family dependent on a high income in a highly stressful field. You are past the point of wanting to self manage everything or having an advisor who only takes care of "few things."

We work with high income individuals and families employed in the tech or healthcare sector with at least $1,000,000 in investable assets (or quickly approaching that level).

we can help.

We are a good fit if you...

See money as a means to an end not an end in and of itself.
Understand that time is your most valuable asset.
Value professional advice.
Want to be engaged in designing your financial future.
Are open to feedback and delegation.
Looking for a long-term partnership.
Want more than just investments. You want every part coordinated (including investments).

We are not a good fit if you...

Looking for someone to just pick stocks or rebalance portfolios.
Want someone to time the market and constantly react to headlines. The purpose of having a plan and a strategy is to eliminate the need to react.
Like to chase shiny objects without willingness to accept constructive feedback or pushback.
Are trying to find the "cheapest" option for comprehensive wealth management.

a few more "items"...

Ready to take control of your finances?

Start the Conversation

218 Main St

#555

Kirkland, WA 98033

hello@northpinewealth.com

North Pine Strategic Wealth LLC, doing business as North Pine Strategic Wealth, is a registered investment adviser in the State of Washington . The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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Advisory services are offered through North Pine Strategic Wealth LLC, an investment adviser registered with the state of Washington. Advisory services are only offered to clients or prospective clients where North Pine Strategic Wealth LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

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