Rainier Family Wealth, Inc.

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Client assets under management

$302,774,707

Clients

105

68% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,883,569

About

Rainier Family Wealth, Inc. is a fee‑only registered investment adviser that serves individual and high‑net‑worth clients, as well as charitable and corporate clients. Founded in 2023 and operating with a three‑advisor team managing roughly $331 million in client assets, the firm provides wealth management, comprehensive financial planning, retirement plan consulting, and tailored family office services.

The firm’s investment approach is goal‑based and centered on asset allocation informed by modern portfolio theory, combining passive and active strategies and employing fundamental, technical, and charting analyses as appropriate. Financial planning is integrated into ongoing account supervision, with tax‑analysis tools used in the planning process and the option to monitor and advise on held‑away accounts in addition to custodied assets.

Noteworthy aspects include a formal family office offering that can be billed on a flat, hourly, or assets‑under‑management basis and may include customized services such as tax planning, charitable planning, and coordination of private travel. Rainier requires clients to custody assets on its chosen institutional platform, discloses use of standing letters of authorization (SLOAs) for transfers, and may charge a separate advisory fee for ongoing advice on held‑away accounts—features clients should review when considering engagement.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Family Business Tax-loss harvesting Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Annual flat fees up to $500,000 for Family Office Services.

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%

Project-based

Hourly fees up to $500/hour for Family Office Services.

Other

Account minimum: $500,000 Fee-only: Fee-only compensation from clients; no commissions or sales-based fees.

Main office location

Rainier Family Wealth, Inc.

1102 Broadway Suite 312

Tacoma WA 98402, United States

Number of offices

Most active in

Florida · Nebraska · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Instagram Website 253-448-2107

Advisors at this firm

Jun C

CFP®, Series 66

Tacoma, WA

Rainier Family Wealth, Inc.

Jun Chea is a CFP® and Series 66-registered financial advisor with three years of industry experience. He has worked at Rainier Family Wealth, Inc. since 2024 and previously held roles at Financial Insights, Inc. and Key Bank NA, where he spent 29 years. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individuals, high-net-worth households, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning, using a combination of passive and active strategies grounded in Modern Portfolio Theory.

Wealth management Family Business Tax-loss harvesting Cash flow / budgeting Founder/Business Owner

Michael R

CFA®, Series 66

Tacoma, WA

Rainier Family Wealth, Inc.

Michael Ruff is a CFA® charterholder and holds a Series 66 license with 20 years of experience in the financial services industry. He has worked at Rainier Family Wealth, Inc. since 2024, following roles at Financial Insights, Inc., Key Bank, and Russell Financial Services, Inc. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individuals, high-net-worth households, charitable organizations, and businesses. The firm employs a blend of passive and active strategies based on Modern Portfolio Theory and offers comprehensive financial planning and portfolio management services through a team of three advisors.

Wealth management Family Business Tax-loss harvesting Cash flow / budgeting Founder/Business Owner

Timothy R

Series 66

Tacoma, WA

Rainier Family Wealth, Inc.

Timothy Rhee is a financial advisor at Rainier Family Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Investment Advisers LLC, East West Bank, and KeyBank National Association. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individuals, high-net-worth households, charitable organizations, and businesses. The firm offers comprehensive wealth management and retirement plan consulting, applying Modern Portfolio Theory through a combination of passive and active strategies tailored to client needs.

Wealth management Family Business Tax-loss harvesting Cash flow / budgeting Founder/Business Owner

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