Karen

Leech

,

CPWA, GFP Fellow

Wealth Manager & Shareholder
at
Laird Norton Wetherby
United States, United Kingdom
Fee only firm.

Firm Details

Laird Norton Wetherby

When Wetherby Asset Management was created in 1990, the concept of independent advice was considered a radical proposition. Our founders wanted to create a new model that rewarded objectivity and results, not the products that were sold. So, we made the decision to separate fees from investment recommendations. A novel idea that became the industry standard. We’re now one of the leading independent investment advisory firms in the United States. In 2021 we joined forces with Laird Norton Wealth Management and jointly manage $15 billion in assets.

4153999159
karen@wetherby.com

Countries of Expertise

United States, United Kingdom

Biography

Over 20 years dedicated to serving clients through all stages of their financial lives, making sure that their investments align with their goals. Supporting clients through major life transitions and helping streamline the complexity that comes with it.

Specialties

Wealth Management

Billing Types

Fee only firm.

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