Laird Norton Wealth Management is a Seattle-based firm founded by clients for the benefit of clients.

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Laird Norton Wealth Management

Laird Norton Wealth Management's headquarters in Seattle, WA, United States

The Finance and Accounting Team at Laird Norton Wealth Management is responsible for overseeing the firm's financial health and implementing effective tax and financial planning strategies. This team ensures accurate financial reporting, compliance with regulatory standards, and the optimization of tax positions for both the firm and its clients.

Finance and Accounting Team

The Client Services Team at Laird Norton Wealth Management is dedicated to ensuring the highest level of service and support to their clients. This team, comprising roles like Client Associates, Analysts, Trust Associates, and Directors of Client Services, manages client accounts, provides detailed performance reports, assists with trust services, addresses inquiries, and delivers personalized financial solutions. Their focus is on fostering strong client relationships and ensuring satisfaction through meticulous attention to clients’ financial needs and objectives.

Client Services Team

The Analysts, Managers, and Developers team at Laird Norton Wealth Management is responsible for ensuring the seamless operation and enhancement of financial reporting systems, data management, and client services. They handle performance reporting, payroll management, tax planning, content creation, and project management, while also supporting technological infrastructure and business development initiatives to deliver optimal value to clients.

Analysts, Managers, and Developers

The Directors Team at Laird Norton Wealth Management is composed of senior leaders responsible for overseeing various departments and strategic initiatives. This team ensures that the firm operates efficiently and aligns with its client-focused mission, while managing key areas such as Information Technology, Manager Research, Human Resources, Marketing & Communications, and administrative resources.

Directors Team

The Leadership Team at Laird Norton Wealth Management is responsible for guiding the strategic direction and operational excellence of the firm. This team, comprised of executives from various key functions including investment, client services, human resources, and marketing, collaborates to enhance client outcomes and ensure sustainable growth while upholding the firm's core values and commitment to its clients.

Leadership Team

The Investment Team at Laird Norton Wealth Management formulates and executes investment strategies to grow and preserve client wealth. They conduct market research, analyze financial data, and provide tailored investment recommendations while ensuring client portfolios align with both the firm's and clients' objectives.

Investment Team

The Operations Team at Laird Norton Wealth Management ensures the seamless execution of the firm's day-to-day activities by managing client transactions, maintaining financial systems, and implementing process improvements. They support the client experience through accurate data management and operational efficiency, fostering the firm's commitment to client success.

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People (3)

Jobs (0)

Other teams

Client Services Team

Analysts, Managers, and Developers

Directors Team

Leadership Team

Investment Team

Operations Team

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People (3)

Jobs (0)

Other teams

Client Services Team

Analysts, Managers, and Developers

Directors Team

Leadership Team

Investment Team

Operations Team

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