"2008, 2009, 2010, & 2011 Five Star Wealth Manager: Best in Client Satisfaction”
 - Seattle Magazine

 

    
The ICON Approach

Many firms might be able to help you handle a slice or two of your financial life, but how many of them really understand the whole pie?  How do you know if they are qualified to give you the advice and direction you really need?  Do they possess a detailed knowledge of the multiple financial disciplines required to help you succeed? How many of them understand that the fundamental purpose of their relationship with you is to protect and look out for your best interests? 

With over two decades of experience working with Northwest families, we have positioned ICON as one of the industry's leading independent wealth management and financial planning firms.  Our independent and locally owned firm has solidified numerous strategic alliances that give us large firm resources with a small firm feel.  This allows our private wealth management team to focus on delivering more personal attention to our clients and enables us to emerge as a leader in our field with respect to strategic, knowledge based consulting.  Through our analytical processes and comprehensive fee based advice, we offer our clients specific needs based implementation strategies to give them the tools they need to effectively align their financial resources.

As we embark on long term working relationships with our clients, it is our unbiased and expert knowledge that holds the key to our mutual success. Gaining and keeping wealth requires education, vision and direction, and it is extremely difficult to navigate the financial world if you don't have someone you can trust to teach you the rules.  Welcome to ICON, we are here to help.
 

  • For ICON's Commercial, visit us here
  • For a more detailed video walk through of ICON's offerings, visit us here 
  • To find out more from our learning center, visit us here
  • For ICON's "Market Watch", visit us here
  • For additional inquiries, or a complimentary review, please click here
  • For additional information on Fee Based Financial Planning, please visit the Financial Planning Association (FPA) website at www.FPAnet.org
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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