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Perry L. Smith Consulting (Investment Advisor Representative) in Online Business Directory

Perry L. Smith Consulting is located in Bellevue, Washington. I have made it my lifes work to help people accumulate and retain wealth. As an Investment Advisor Representative of 1717 Capital Management Company, a Registered Investment Advisor, I assist high-net-worth individuals, professionals and business owners. Designing and developing asset and estate planning strategies for my clients by posing one question to them, a question which I consider to be of utmost importance: Will your financial model match your asset and estate planning today and in the future? As a steward of this profession since 1971, I believe: Individuals with substantial wealth face unique challenges. They need the assistance of a financial advisor who can analyze their asset and estate planning and present the findings in the form of an integrated model. I accomplish these objectives by taking the time to understand your particular needs. I then work with you, your attorney and accountant to custom tailor a model that employs for your benefit the full capabilities of some of the nations most respected and trusted financial institutions. I am committed to creating and providing this integrated model for you.

Address: Perry L. Smith Consulting, Bellevue, WA
Telephone: 425-462-2072
Fax: 425-462-5638
Website: http://www.perrylsmith.com/