facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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...

How It Works

Below are the steps that make up our process:

Discover Seattle,WA | Marshall & Sullivan Wealth Management


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

Develop Seattle,WA | Marshall & Sullivan Wealth Management


Create a personalized wealth strategy aligned with your objectives

Implement Seattle,WA | Marshall & Sullivan Wealth Management


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

Monitor Seattle,WA | Marshall & Sullivan Wealth Management


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