About Seattle Wealth Management
At Seattle Wealth Management, we've been proudly serving Seattle since 2021. Founded by Thomas Jones, our team is dedicated to providing exceptional wealth management services. We believe in honest work, fair pricing, and building lasting relationships with our customers.
Schedule a Consultation
How It Works
A simple, transparent process from start to finish.
Discovery Meeting
We get to know your financial situation, goals, and concerns in a confidential, no-pressure conversation.
Custom Plan
Our advisors create a comprehensive financial strategy tailored to your unique circumstances and goals.
Implementation
We put your plan into action, selecting the right products and strategies to optimize your financial future.
Ongoing Review
Regular check-ins ensure your plan stays on track and adapts to changes in your life and the market.
Latest Articles
Expert insights, tips, and news from our wealth management team.
Wealth ManagementWealth Management vs. Financial Planning: What's the Difference?
Both involve money, but the scope, complexity, and services differ significantly. Here's how to know which you need.
Read More →
Tax StrategyTax-Loss Harvesting: How Wealthy Investors Reduce Their Tax Bills
Selling losers to offset gains is a powerful strategy — when done correctly. Here's how it works and the rules to follow.
Read More →
Estate PlanningEstate Planning Strategies for High-Net-Worth Families
From irrevocable trusts to charitable lead annuities, advanced strategies can protect millions from estate taxes.
Read More →
Investment StrategyHow to Safely Diversify a Concentrated Stock Position
When one stock dominates your portfolio, the risk is real. These strategies reduce exposure without triggering unnecessary taxes.
Read More →Preparing the Next Generation to Manage Family Wealth
Wealth without financial literacy creates problems. Here's how families build financial competence across generations.
Read More →