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:

 

Robin Skeen, CPA

Robin Skeen, CPA

Senior Vice President, Family Office Services Executive

(206) 436-3424 

Bodil Stevns

Bodil Stevns

Vice President, Private Banking Outreach

Phone: (206) 568-7809

[email protected]