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What We Offer

A Personalized Experience to Managing Your Finances and Reaching Your Goals

Your Evolving Needs

Define Our Approach

From your financial priorities to the way you prefer to communicate over time, your needs drive our relationship. The focus is always on you. Our firm is structured to remain highly responsive to your requests and to create solutions customized to your goals and situation. As a fiduciary, we care for the assets you have entrusted to us, monitor your portfolio on a daily basis, and proactively take action when needed.

The Roles We Fill for You

Through our process, we work to understand your concerns, solve your unique challenges, and embrace your goals. As your financial journey unfolds over time, we serve as your...


Wealth Manager

Financial Advisor

Professional Collaborator

Wealth Manager

Our investment process relies on discipline, not emotion. Our strategy at Marshall & Sullivan is to build a core portfolio of equities that have produced sustained growth at a reasonable price. This core group is supplemented through the use of other asset categories, which we call satellites. The exact makeup of this portfolio will depend on individual requirements and the economic environment.

As your wealth manager, we build, monitor and maintain your portfolio through research, analysis and discipline.

Financial Advisor

Financial planning is a fluid, ongoing process. We begin by establishing your initial financial plan based on your short-term needs and long-term goals. Your plan will address all areas of your finances, such as your investments, retirement plan, education funding and taxes.

As your financial advisor, we are here to adjust your plan and help you make decisions as new goals and circumstances arise.

Professional Collaborator

Finances involve many aspects of your life, and with an intimate understanding of your financial life, we are equipped to work directly with your circle of professionals.

As your professional collaborator, we will coordinate with your estate planning attorney, CPA, and others to create and implement solutions that work in tandem towards your goals.


How It Works

Below are the steps that make up our process:



Discover Seattle,WA | Marshall & Sullivan Wealth Management

Discover

Understand your needs and goals; determine if we are a fit to partner together

Develop Seattle,WA | Marshall & Sullivan Wealth Management

Develop

Create a personalized wealth strategy aligned with your objectives

Implement Seattle,WA | Marshall & Sullivan Wealth Management

Implement

Put the elements of your strategy into place and manage your portfolios

Monitor Seattle,WA | Marshall & Sullivan Wealth Management

Monitor

Oversee, review and update your strategy over time


Get Started

To start your journey with us, use the contact button below. We look forward to learning more about you and how we can be of service.

Contact Marshall & Sullivan