Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Sain is a Certified Financial Planner with LNW Wealth Management, LLC. Jeffrey has been in the industry since September 2014 and is registered with the state of Washington. He is also a specialist in financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. LNW Wealth Management, LLC is an investment advisor registered with the state of Washington and manages assets for a variety of clients, including high net worth individuals, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
09/06/2011 - Present
LNW (SEATTLE WA)
Active
Inactive
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