Montlake Financial Services, LLC is a fee-only, independent Registered Investment Advisor (RIA) firm headquartered in Seattle, Washington. Founded in 2010, the company provides comprehensive wealth management services with a holistic approach that integrates investment management with financial planning areas such as retirement, estate, tax, and insurance strategies. They are committed to a fiduciary standard, acting in the best interests of their clients, who primarily consist of individuals, families, and high-net-worth individuals.

Founded in

United States