Updated May 30, 2024
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Laird Norton Wealth Management

Investment Advisor Firm
Total assets under management$4.1B
Years in business57+

About Laird Norton Wealth Management

Laird Norton Wealth Management, founded in 1967 and headquartered in Seattle, is an independent wealth management firm dedicated to clients' best interests.

Their approach goes beyond traditional wealth management, connecting wealth to clients' values through sustainable investing. The firm's founders, the Laird and Norton families, were pioneers in sustainable investing, directing their family foundation's investments towards impactful funds and projects. They leverage this experience to help clients align their financial and non-financial objectives.

In 2022, they merged with Wetherby Asset Management, enhancing their capabilities in wealth planning, investment management, sustainable investing, and more. With a broad team of experts, they create customized wealth plans that reflect each client's unique goals, ensuring peace of mind and financial success for generations to come.

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Areas of specialty

  1. Wealth Planning
  2. Tax Strategies
  3. Retirement Planning
  4. Business Succession Planning
  5. Equity Compensation Planning
  6. Trust Planning
  7. Estate Planning

More about Laird Norton Wealth Management

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
11340040

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings