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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.

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601 Union St, Ste 4200
Seattle, WA 98101

Phone: 844-443-4321
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