Personalized Financial Planning
and
Sophisticated Portfolio Management
Learn about our services and read about our approach to providing holistic and client-specific financial advice. Let’s figure out what works for you and your family!
Portfolio Management
Our investment philosophy, low fees, and individualized, client-focused approach to portfolio management can simplify your financial life, reduce your stress, and eliminate typical investing errors.
Financial (and Estate)
Planning
We provide sophisticated assistance tailored to your unique needs and interests and designed to ensure you get holistic help on key financial decisions, while preparing you to take the reins on your personal financial situation.
Educational
Services
We provide completely customized educational programs at reduced rates for clients, with bespoke lesson plans for family members. We also design and present introductory-level and specially themed workshops for all types of groups (i.e. students, non-profit leadership teams, donors).
Fangorn Wealth Management is an independent Registered Investment Advisor based in Washington State. We are a fee-only financial advisor and a fiduciary. We do not charge performance fees and we do not accept or receive any commissions or other payments from sales or recommendations of stocks, funds, insurance products or annuities. Please see our Form ADV2 for further details.
“In life and business, there are two cardinal sins. The first is to act precipitously without thought and the second is to not act at all. ”
How Can I Help You?
You can always text me or leave me a message at 206-909-3531. You should also already have my personal cell phone number (not reproduced here, but available on the Existing Clients Page). Feel free to text or call me on my personal line if urgent (e.g. you have tickets to a James McMurtry or Turnpike Troubadours concert and you need to give them away to someone with impeccable musical taste!).
Alternatively, use the links below to either:
(i) set up some time on my calendar, or
(ii) send me an email or quick question.
Already working with me?
Yes, Jesse is clearly just pretending to work for the picture. But, at least he had his computer with him, just in case you needed to get in touch with him!