Business Details
Your Trusted Financial Advisers in Kirkland, WA
Robinswood Financial is a registered investment advisory firm dedicated to helping clients achieve their financial goals through personalized strategies. With decades of combined experience, our team prioritizes minimizing risk while eliminating emotional decision-making in investment planning. We offer tailored portfolio management, retirement planning, and tax-advantaged investment solutions, ensuring alignment with each client's unique risk tolerance and objectives.Our independent, fee-only approach guarantees unbiased advice focused solely on client interests. Backed by a disciplined investment philosophy centered on diversification and asset allocation, we utilize index funds and institutional-grade tools to deliver consistent, steady returns. Our client-first philosophy emphasizes long-term relationships, regular portfolio reviews, and transparent communication to build trust and financial security.
Services
Investment Management
Retirement Planning
Portfolio Management
Tax-Advantaged Investments
Estate Planning
Diversification Strategies
Highlights and features
- We offer 75+ years of combined experience in financial services.
- Our independent, fee-only model ensures unbiased investment advice.
- We implement a disciplined strategy focused on diversification and risk protection.
- Our client-first philosophy prioritizes personalized portfolio management.
- We provide free initial consultations with no obligation.
Services
Investment Management
Our investment management service tailors diversified portfolios to your financial goals and risk tolerance. Using index funds and institutional-grade tools, we focus on steady growth while protecting against market volatility. Regular reviews ensure your strategy adapts to changing needs.
Retirement Planning
Specializing in Boeing retirement plans, we help maximize VIP allocations, pension buyouts, and 401(k) rollovers. Our strategies address tax implications, longevity, and income sustainability to secure your post-career lifestyle.
Estate Planning
We design estate plans to preserve wealth for future generations. Services include tax-efficient strategies, trust structures, and legacy planning to ensure your assets are distributed according to your wishes.
Tax-Advantaged Investments
Our tax-advantaged investment solutions minimize liabilities through IRAs, HSAs, and other vehicles. We optimize after-tax returns while maintaining compliance with evolving regulations for long-term financial efficiency.
Diversification Strategies
We implement diversification strategies across asset classes to reduce risk exposure. By balancing equities, fixed income, and alternative investments, we create resilient portfolios that perform across market cycles.
People
Edward L. Ward
CEO / Financial Advisor
With over 30 years in finance, Ed leads Robinswood Financial's investment strategy. A Certified Fund Specialist and Board-Certified Estate Planner, he focuses on client-centric portfolio management and long-term financial security.
Robert W. Guild
Financial Advisor
Bob brings 20+ years of legacy planning expertise. Holding CLU, CHFC, and CFS designations, he specializes in creating comprehensive financial plans that align with clients' personal and business goals through all life stages.
Colleen M. Bracy
Financial Advisor
A former Microsoft corporate finance executive, Colleen offers 16 years of experience in wealth preservation. Her AAMS and CRPC credentials support tailored strategies for high-net-worth families and business owners.
Chris Wallace
Financial Advisor
Chris combines 9 years of operational and advisory experience with CES and CTS certifications. He focuses on tax-efficient strategies and estate planning, delivering personalized solutions grounded in service and integrity.
Robert MacRae
Financial Advisor
With 30 years in corporate management, Robert transitioned to financial advising to help clients achieve success. His client-first approach emphasizes ethical practices and strategies aligned with individual values and goals.
Questions
What investment strategy ensures retirement needs are met?
Our strategy balances market participation with risk protection, tailored to your risk tolerance. We focus on diversified portfolios that grow steadily while preserving capital during downturns.
Should I take Boeing's pension buyout?
This depends on your financial situation. We analyze tax implications, longevity, and investment management capabilities to determine if a lump sum or annuity better suits your retirement goals.
How do I optimize Social Security benefits?
We evaluate claiming strategies based on your earnings history, health, and retirement timeline. Options include timing benefits, spousal coordination, and tax-efficient withdrawal planning.
What to do with my Boeing VIP after retiring?
Options include keeping the account with Boeing, rolling it into an IRA, or cashing out. We help evaluate tax implications, investment flexibility, and long-term financial needs.
Can I work part-time after retiring from Boeing?
Yes, but it affects pension and Social Security. We analyze how additional income impacts benefits, tax brackets, and healthcare options to create a sustainable retirement plan.
How to maximize retirement savings beyond the VIP?
We recommend IRAs, taxable brokerage accounts, or HSAs based on your goals. Strategies focus on tax efficiency, diversification, and balancing short-term needs with long-term growth.
