A complete list of active advisors currently associated with Rainier Family Wealth, Inc.
Warmer can help you find a great advisor at Rainier Family Wealth, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Rainier Family Wealth, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Tacoma, WA
| 4
| |
Tacoma, WA
| 2
| |
Tacoma, WA
| 21
|
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