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Your Financial Partner Through Life’s Transitions

We are an independent, fee only wealth management firm serving the best interests of our clients domestically and abroad. Our advice is objective and delivered at the elite standard of fiduciary multi-family office services. We are paid exclusively by our clients.

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Our team is grounded in the voice of our clients. Through our work, we custom design, implement, and monitor financial plans for our clients. The result is a financial and life plan that is reflective of their core values and goals for contributing to the well-being of their families and communities.

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Many of our clients have experienced a major transition, like retirement, the sale of a business, inheritance, illness, loss of a spouse, and divorce.

We understand what is at stake during life’s most critical moments and beyond.

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We Listen
Then we listen more.
When we understand, we implement.

We Are Seneschal.

Your financial partner through life’s transitions
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2323 North 30th Street, Suite 200
Tacoma, WA 98403

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