Our integrated and independent approach isn’t common, in part because it breaks with traditional wealth management models and takes place against an ever-changing backdrop of investment risks and opportunities, tax policy and regulation.
Consequently, we limit our practice to only those clients with whom there is sufficient alignment of investment philosophy that a long-term relationship is likely. If this approach is attractive to you, please contact us. We’d welcome the opportunity to meet you.
KBBS OFFICE & CONTACT INFORMATION
Kutscher Benner Barsness & Stevens, Inc.
705 Second Avenue, Suite 800
Seattle, Washington 98104