Seattle Bank's mission is to be a unique financial resource by providing our clients a personalized experience and peace of mind.
We are an important 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 are client-centered and results-oriented.
Our consultative approach is designed to address banking and credit management inquiries regarding affluent and high net-worth clients, who often need tailored solutions to support the complexity of their lives. 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 property
- Credit solutions for business investment opportunities
- Estate and succession planning
- Bill pay and financial analysis services
- Foundation and non-profit management support
For more information about partnering with Seattle Bank, please contact: