What Makes Us Different

At Triad Financial Strategies, we believe that good financial guidance comes from independent advisors, not those big companies in the business of producing investment or insurance products. We provide our clients with independent solutions that are tailored to their individual needs and dreams. We offer three separate but complementary services: Financial Planning, Investment Management and Tax Planning. Some of our clients work with us in one area exclusively, but many utilize our services in all three areas for seamless, comprehensive, independent Wealth Management.

For the fourth year in a row. We have been named a top Wealth Manager by Seattle Magazine.

With more than 11,000 wealth managers in the Seattle area, how do you find someone that listens to you, represents your interests and operates with an emphasis on integrity and service?

2014 Wealth Managers are an elite group, representing less than 7% of the wealth managers in the Seattle area.

As seen in the April 2014 issue of: Seattle Magazine. Click here to learn more about the selection process.

Our Mission

“Our mission is to be dedicated to enhancing the quality of our clients' lives as we address their wealth to help them achieve their long-term goals and dreams. With our unmatched quality service and guidance, we build strong relationships as we help simplify our clients' financial affairs, allowing them to focus on those areas that give their life meaning and purpose.”

We specialize in working with clients that meet one of the following criteria: Retired or looking to retire in the next couple of years or had a life changing event such as marriage, birth of a child, divorce, death in the family or recently changed jobs.

Who We Are

Triad Financial Strategies is founded on traditional values - accessibility, hard work, benevolence, honesty, and commitment.

Triad Financial Strategies has a vision of being able to meet the needs of investors that we didn't see being met by the majority of Financial Advisors. Throughout these last few years, we saw a lack of communication, a lack of investment solutions, and an overall lack of interest by advisors toward their clients. With Triad Financial Strategies we start first with the clients’ needs and use cutting edge technology, unique investment solutions and ongoing communication and education to help meet those needs.