Fee-Only Wealth Management for Seattle’s Tech Professionals
Comprehensive Wealth Management for Seattle’s Tech Professionals, Led by Jason Preti, CFP®
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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.
Unleashed Financial LLC 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.
WEALTH MANAGEMENT
Comprehensive coordination of all financial assets and goals.
- Strategic management of RSUs, ESPP, and concentrated stock.
- Fiduciary investment oversight and continuous risk assessment.
- Proactive Tax Strategy and Coordination with your CPA.
- Quarterly planning and unlimited implementation meetings.
FINANCIAL PLANNING
Together, we will create personalized roadmaps to guide you towards your financial goals with confidence.
- Balancing college savings with your retirement funding goals.
- First-time Home Buyer Strategy and down payment planning.
- Detailed Retirement Projection and time-to-FI analysis.
- Strategic Debt Payoff and Mortgage Optimization.
- Creating a clear, living financial roadmap for your future.
INVESTMENT MANAGEMENT
We provide tailored strategies to grow and protect your assets, ensuring alignment with your financial goals.
- Unbiased Investment Selection using low-cost, tax-efficient funds.
- 401k/Employer Plan Integration to eliminate portfolio overlap.
- Concentrated Stock Diversification strategies (RSUs, ESPP).
- Comprehensive Investment Coordination across all accounts.
Meet Jason Preti, CFP®: Your Fiduciary Advisor in Kirkland
Jason Preti, CFP®, is your dedicated fiduciary advisor in Kirkland, Washington. We specialize in helping Gen X and Y tech professionals across the Eastside manage complex investments.
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.
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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.
Ready to simplify your finances?
Schedule a consultation with your trusted Kirkland Financial Advisor today.