A complete list of active advisors currently associated with LNW

Warmer can help you find a great advisor at LNW or one who fits your needs even better.

Laird Norton Wetherby Wealth Management (LNW) provides comprehensive wealth planning and investment management primarily to high‑net‑worth individuals and families and to related entities such as trusts, foundations, charitable organizations, and family partnerships. The firm offers integrated services that include investment management, financial and estate planning, and coordination with clients’ other advisors, and its affiliates provide trust services. LNW develops customized investment policy statements and emphasizes strategic asset allocation, global diversification, and a core‑satellite approach that can include active managers, tax‑aware implementation, and alternative investments across three broad categories (diversifiers, private real assets, and private equity). Portfolios are implemented with discretionary authority in many cases, supported by manager due diligence, periodic rebalancing, and use of tools such as financial modeling and tax‑aware placement; the firm also describes operational use of artificial intelligence to create efficiencies. Compared with many peers, LNW is notable for sponsoring and serving as general partner to private funds (including renewable power vehicles) that provided client access to private strategies and for participating on private‑fund advisory committees, which can create additional diligence access and potential conflicts the firm discloses and manages. The firm also describes a formalized institutional relationship with a primary custodian that provides Schwab‑level institutional services and advisory‑board engagement, and it documents bespoke processes for proxy voting, SLOAs, and annual surprise custody audits.

To learn more about the advisors currently working at LNW, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.