Wealth Management Designed for Seattle’s Tech Professionals
Unleashed Financial offers all-inclusive wealth management, comprehensive investment management, and financial planning at your fingertips.
Are You Leaving Your Financial Future to Chance?
Endless worries about retirement, saving for your children’s college funds, or never going on that dream vacation can overwhelm you. If you’re Gen X or Gen Y, those worries could be compounded by fears of what investments suit you. There is a way out of this financial maze.
Discover How Unleashed Financial Can Help.
Our Expert Wealth Management Solutions Are Here to Help
Unleashed Financial provides comprehensive investment management, wealth management, and financial planning to support your fiscal goals. Coupled with quarterly planning and unlimited implementation meetings, you’ll get the fiduciary-level investment management support needed to create a personalized financial roadmap.
Start Your Journey Today.
Jason Preti, CFP®
About Unleashed Financial
Jason Preti wants to be your wealth advisor in Kirkland, Washington. We aim to help young professionals throughout Seattle manage risk, coordinate their investments, and prioritize their financial goals.
We understand how complicated financial decisions can be, so we want to be your financial advocate.
Through our hands-on financial planning and accountability meetings, we hope to give you a tech-forward solution that simplifies wealth management.
Wealth Management
Holistic solutions that integrate investment, financial planning, and risk management for complete financial well-being.
Financial Planning
Together, we will create personalized roadmaps to guide you towards your financial goals with confidence.
Investment Management
We provide tailored strategies to grow and protect your assets, ensuring alignment with your financial goals.
Could Your Financial Objectives Benefit From Professional Wealth Management?
Whether you want to buy a new home or retire early, professional wealth management solutions can get you one step closer to your financial goals. Take the guesswork out of financial planning, and work with a trusted financial advisor.
Schedule Your No Obligation Free Consultation Today.