Giving More To Loved Ones - Tax-Free


Investing For The Long Run Amid Volatility


A Bright Outlook For Consumer Spending


2018 Estate Tax Changes And What May Be Ahead


Frontpage Slideshow | Copyright © 2006-2011 JoomlaWorks Ltd.

Your Journey Starts Here

Prism specializes in investment counseling. We have a unique approach that involves three founding principles:

  • Our client’s lives guide our recommendations
  • Low cost optimization
  • We are independent, fee-based only, free of conflicts of interest, and can recommend any financial product or strategy that helps our clients reach their goals

If you’re looking for investment counseling in Seattle, and a firm that will put your needs first in helping you reach your financial goals, then please contact us for an appointment today.

eNews Sign Up

Book An Appointment

Account Access

Weekly Video

  • Major Changes To Estate Tax

Tell A Friend

Featured News

Company Info

601 Union St, Ste 4200
Seattle, WA 98101

Phone: 844-443-4321
Fax: 844-443-4322