Advisory Services

Hamrick Investment Counsel, LLC is a Seattle-based independent investment advisory firm specializing in personalized portfolio management and financial planning services. Their team of experienced professionals works with individuals, foundations, and nonprofit organizations to help them reach their financial goals. As a fee-only firm registered with the SEC, Hamrick Investment Counsel, LLC offers unbiased advice and customized solutions to meet the unique needs of each client. With a focus on transparency and integrity, they strive to provide comprehensive financial guidance for long-term success.Generated from the website

Zetlmaier Wealth Management is an independent financial planning and wealth management firm based in Seattle, WA. ZWM offers services for all types of investors. Our clients work in a wide array of industries from tech to government to healthcare. We use a bucket strategy approach to financial planning and wealth management. Simply put, we identify your short, medium, and long term needs and make suggestions accordingly.

Helm Capital Management LLC is a Seattle-based investment firm that specializes in providing investment supervisory services to high net worth individuals. With a focus on managing stock and bond portfolios, Helm also offers a range of consulting services including estate planning, tax coordination, and risk management. Founded in 2002 by Edward Malakoff, Helm Capital Management is known for its commitment to the community, with Ed volunteering as a youth soccer coach and playing keyboard for a local cover band in his free time. With over 25 years of marriage and three children in college, Ed brings a wealth of experience and expertise to the firm, having received an AB in History from Brown University.Generated from the website