Our approach to wealth management is about much more than money. We all know money doesn’t buy happiness. What it does buy is options. Choices. Freedoms. We view financial success not as its own goal, but as the paving stone to pursue what is most meaningful to you.
With every consultation, recommendation, and step in your plan, we steer you in your chosen direction, ensuring each aspect of your financial life is synchronized and working in harmony: investments, income, insurance, estates, taxes.
And because it’s about more than money, our financial coaching process touches on all aspects your life. Unlike the average advisor, we seek to understand how the non-monetary concerns, worries, and goals inform your financial world, and to be your personal firebrand to drive positive change in your life. We are uniquely poised in the local community to source the right team of experts to support you, from specialty CPAs, divorce partners, senior care specialists, and top tax and estate attorneys, to industry mentors, career coaches, and life coaches.
Amy B. Barnes, CFP®, CIMA®
Founder & CEO
Amy has spent 20 years in financial services, from Wall Street to the San Francisco Bay, and now calls the greater Seattle area home. Having seen the good, the bad, and the ugly across her industry, working at traditional brokerage firms, investment banks, and large asset managers, she believes there is no better way to serve clients than as an independent fiduciary. Amy currently lives in Redmond, WA, with her family. In her spare time, when not busy chasing her daughter around in matching super-hero capes, she enjoys writing and learning tennis. She graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters, and holds her Certified Investment Management Analyst designation from the Wharton School of Business. She is Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional .