Financial Planning & Investment Management

We are here to synchronize every aspect of your financial life and to ensure it’s all working in harmony to achieve your goals.

Investment Management

Socially Responsible and Impact Investing
Tax loss/gains strategies
Low cost funds
Concentrated stock management
Retirement income strategies

Change Management

Post-divorce financial organization
Windfall strategies (inheritance, IPO, etc.)
Navigating finances after the death of a loved one
Planning around significant income shift: early retirement, new career or moving abroad

Stock Options and RSUs

Exercise and sale strategies
Tax planning with experienced CPAs
Coordination of your stock with other investments
10b5-1 Plans to manage around trading windows

Tax Planning

CPA partnerships
Short and long-term tax planning
Portfolio tax management
Tax stage planning in retirement

Estate Planning

Review of wills and trusts
Partnerships with estate attorneys
Estate tax analysis and planning
Charitable giving
Business successions
Family meetings

Education Planning

Tuition needs assessment
Savings plans research and recommendations
Investment guidance
Gifting strategies

Contact

Firebrand Wealth Management
Seattle, WA 98104

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Disclaimer

“Firebrand Wealth Management, LLC (“FWM”), is a registered investment adviser in the states of California, New York, Virginia and Washington.

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Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Registration does not imply a certain level of skill or training. “Firebrand Wealth Management” and “Firebrand Wealth” are registered trade names of Firebrand Wealth Management, LLC.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Firebrand Wealth Management, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

FWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall FWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if FWM or a FWM authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Contact

Firebrand Wealth Management
Seattle, WA 98104

(206) 485-4000
info@firebrandwealth.com

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Services

Investment Management
Estate Planning
Divorce Support
Tax Planning
Stock Options and Awards
Education Planning

Disclaimer

Firebrand Wealth Management, LLC (“FWM”), is a registered investment adviser in the States of California, Texas, and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration.

Read more

Firebrand Wealth Management, LLC (“FWM”), is a registered investment adviser in the States of California, Texas, and 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 transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Registration does not imply a certain level of skill or training. “Firebrand Wealth Management” and “Firebrand Wealth” are registered trade names of Firebrand Wealth Management, LLC.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Firebrand Wealth Management, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

FWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall FWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if FWM or a FWM authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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