Puget Sound Investment Solutions

Comprehensive Wealth Management LLC, based in Lynnwood, WA, specializes in high-touch holistic investment planning tailored to the unique lifestyle and financial goals of each client. Their four-step planning process emphasizes goal-setting and risk management, ensuring that clients are equipped with thoughtful strategies for long-term gains. With a comprehensive suite of services that includes personal wealth management, qualified business planning, estate planning, and family stewardship, CWM is committed to supporting clients through all stages of life. The firm prides itself on cultivating lasting relationships, allowing clients to define what "living richly" means to them while working toward achieving their financial aspirations. Generated from the website

KG Investment Properties is a boutique real estate services firm specializing in property management, development, and investment services across the Western United States, particularly in Seattle, Portland, and the Bay Area. With over 28 million square feet of office, retail, and industrial properties under management, the firm is recognized for its extensive market knowledge and commitment to delivering quality commercial real estate services. In addition to managing properties, KG Investment Properties actively engages in developing institutional-quality projects through joint ventures with capital partners. The firm is dedicated to maximizing efficiency and asset value for clients while balancing tenant satisfaction and ownership objectives. Generated from the website

Faulkner Investment Services LLC, established in 1989, specializes in helping individuals and families build and preserve their wealth through objective, scientific money management strategies. Operating as an independent, fee-only registered investment advisor, the firm aligns its success with that of its clients, ensuring a commitment to their financial goals without the influence of commissions or kickbacks. With a client base spanning five states, Faulkner Investment Services emphasizes a personalized approach by carefully listening to each client's financial concerns. Their partnership with Schwab Institutional allows clients to have their assets managed by one of the world's largest and most respected investment firms, further reinforcing their dedication to secure financial futures. Generated from the website