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Log In
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Blog Subscribe
(206) 623-6172
Company
Overview
Careers
People
Services
Clients
Blog
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Your financial life. Balanced.
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“We are trusted with clients’ fears and dreams and let into a corner of their lives few usually see. It is in this reflection that I feel the privilege and sanctity of our client relationships.”
Julie Parisio Roy, CFA®, CFP®, CIC, Chief Executive Officer and Wealth Manager
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