We're a trusted partner to independent wealth advisors, CPAs, and other client advisors who aim to provide a holistic approach to comprehensive wealth management solutions for their clients. We place a premium on clear communication and seamless coordination in an effort to build partnerships with advisors that enable them to connect their clients with tailored banking solutions aligned with their wealth management needs.
Seattle Bank leads the Professional Women Advisors Network, an informal network of women advisors serving various aspects of holistic wealth. Under a shared vision of strengthening ties amongst the many professions tied to wealth management, the network provides its members with informative programming, professional development seminars, and opportunities to connect with other advisors in the industry.
About Our Approach
Our consultative approach is designed to address liquidity and credit inquiries from people with resources and financial complexities, who often need tailored solutions. Examples include:
- Custom liquidity and cash management solutions
- Optimal ways to finance real estate for both primary residences and vacation homes
- Financing options for investment properties
- Credit solutions for business investment opportunities
- Financing for estate and succession strategies
For more information about partnering with Seattle Bank, please contact Bruce Bailey, Senior Relationship Manager, at 206.971.3569 or [email protected]