We offer a personal approach and take pride in cultivating our clients’ confidence and trust through sound, objective financial guidance.
Unionview prioritizes the “whys” behind investment decisions over the ways they are being executed. Comprehensive financial planning means fostering a broader depth of understanding in those we serve.
Unionview is comprised of experts from an array of backgrounds, walking alongside you on the path towards defining and accomplishing your life goals.
Seattle-based Unionview Wealth Partners has been helping people achieve their financial and life goals since 2009. Every client and family is unique and we take the time to truly understand your individual needs. That’s key to developing the most effective financial plan and investment portfolio to get you where you want to go. Whatever your circumstances, we have the experience to bring solutions that are right for you.