Norton Laird

Our Vision

Laird Norton Wetherby (LNW) is a modern financial advisory firm driven by a deep commitment to personal client relationships and comprehensive wealth planning. We believe in empowering clients with strategic guidance, comprehensive planning, and proactive action to achieve their financial goals.

What Sets Us Apart

Our team of experienced and passionate financial professionals offers a distinctive combination of expertise and personalized care. We take a holistic approach to wealth management, considering not just your financial situation, but also your unique goals, values, and aspirations.

What We Do

We offer a comprehensive range of services to address all aspects of your financial life, including:

Wealth Planning

• Goal setting and financial planning
• Asset allocation and portfolio management
• Retirement planning
• Estate planning and trust services

Tax Strategies

• Tax optimization and planning
• Tax-aware investing
• Charitable planning

Business Advisory

• Equity compensation planning
• Business succession planning
• Employee benefits consulting

Alternative Investments

• Impact investing opportunities
• Private market solutions
• Risk mitigation strategies

Client-Focused Approach

At LNW, client satisfaction is our highest priority. We take the time to understand your unique needs and aspirations, and we tailor our approach to your specific situation. We collaborate with you every step of the way, providing clear communication and regular updates.

Our Values

Our approach is guided by core values that underpin our client-centered philosophy:

• Empowerment: We believe in providing clients with the knowledge and tools they need to make informed financial decisions.
• Collaboration: We value open communication and teamwork, working alongside clients to achieve shared goals.
• Integrity: We uphold the highest ethical standards and transparency in all our financial planning and investment practices.
• Sustainability: We are committed to making a positive impact on the world through impactful investing and community involvement.

Join Us on Your Financial Journey

At LNW, we are passionate about helping clients achieve financial success and fulfillment. Contact us today to schedule a consultation and learn how we can help you achieve your financial goals and live a life of purpose.