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Kirk C

Series 65

Seattle, WA

CSW Partners, LLC

Kirk Clothier is a financial advisor at CSW Partners, LLC in Seattle, WA, with 24 years of industry experience. He holds a Series 65 designation and has been with CSW Partners since 2013. In addition to his advisory work, Clothier is an owner and CPA at Clothier & Willsey, LLC, an accounting firm where he dedicates the majority of his time. CSW Partners serves individuals, trusts, pension plans, and retirement plan trustees by recommending third-party portfolio managers and facilitating client relationships with those managers. The firm customizes its recommendations based on clients’ goals and monitors manager performance without directly managing client assets or charging traditional advisory fees.

General tax planning
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