The Fiduciary Standard: Integrated Wealth Management for Kirkland, WA Families
Unleashed Financial LLC
Families in Kirkland, WA face a financial landscape shaped by tech careers, stock compensation, and fast-changing markets. Managing this level of complexity takes more than basic investment help. It requires a clear plan that connects your investments, taxes, and long-term goals.
At Unleashed Financial LLC, we serve as the financial quarterback for your entire financial life. Our role is to keep every part of your plan working together so your wealth grows in an intentional way. As a fiduciary financial advisor in Kirkland, our legal duty is to put your best interest first at all times.
Disciplined Management and Strategic Risk Control
For many Kirkland families, the biggest risk to long-term wealth is not dramatic market losses. It is the slow erosion caused by taxes, unnecessary trades, and uncoordinated investment decisions. Our approach focuses on managing your investments through steady, thoughtful execution.
We use a process designed to reduce noise and make every action purposeful:
- Tax-smart rebalancing that chooses shares with the lowest gains or available losses.
- Strategic changes during down markets, using captured losses to adjust risk.
- Wash-sale compliance systems that help preserve tax deductions and avoid reporting errors.
This steady discipline helps you keep more of what you earn and stay aligned with the goals in your financial plan.
Modern Diversification Built for Today’s Investors
Diversification today must manage both risk and opportunity. Instead of relying on generic strategies, we use modern tools that provide clear structure and better risk control.
Defined Outcome Investing (Buffer ETFs)1
Defined outcome ETFs help manage part of your stock exposure by offering a known level of downside guidance. (For a deeper dive into the mechanics and risks of this strategy, read our deep dive into Buffer ETFs.)
These tools can:
- Provide a set “buffer” (for example, 10%–15%), reducing market losses over an outcome period.
- Trade some maximum upside in exchange for greater stability during volatile markets.
This structure helps you hold steady through market swings without taking on unnecessary risk.
Regulated Crypto ETFs for Safer Exposure
Digital assets now have a compliant entry point through regulated ETFs. We use these in a measured way to add diversification without introducing high operational risk.
This allows you to:
- Benefit from qualified, SEC-regulated custodians instead of private wallets or keys.
- Keep crypto as a small, low-correlated diversifier rather than a core holding.
This approach keeps your plan modern while maintaining safety and clarity.
What True Fiduciary Advice Means for You
As a Registered Investment Adviser and a Certified Financial Planner® professional, Jason must always follow the Fiduciary Standard. This means we must put your interests ahead of our own and make recommendations we believe are best for your long-term plan.
In practice, this means:
- Objective guidance: We avoid product incentives. You pay only advisory fees.
- Cost awareness: We work to reduce trading costs and avoid hidden expenses.
- Clear explanations: We help you understand each decision and why it supports your goals.
Our commitment to transparency and clarity is central to how we serve families in Kirkland, WA.
Coordinated Advice Across Your Entire Financial Life
Your financial life extends beyond investments. It includes taxes, estate planning, and important legal decisions. As your advisor, we can coordinate with your CPA, attorney, and other professionals to ensure everyone is working toward the same goals.
When a question requires a specialist, we follow a simple rule: Recommend the right expert, even if the work falls outside our firm.
This protects you from guesswork and ensures you always get the best available guidance.
Work With a Fiduciary Financial Advisor in Kirkland, WA
If you are a successful professional or family in Kirkland looking for clear guidance and disciplined wealth management, we invite you to schedule a complimentary strategy session. Our goal is to simplify your complex financial life and help you make confident, informed decisions about your future.
- Buffer ETFs are subject to a cap and a buffer for a defined outcome period. Selling before the end of the outcome period may reduce or remove the buffer’s protection and may expose investors to greater losses. Returns are subject to the cap and to the fund’s fees and expenses. ↩︎