The process behind the Madrona Way begins with our proprietary global asset allocation strategy, which actively evaluates securities based on anticipated profit per dollar invested. By analyzing and researching vast amounts of reports and data, including the consensus estimates of approximately 670 analysts, we create sophisticated and diversified portfolios that factor in debt, price-to-earnings ratios and expected growth of earnings, which we use to advise you how to best achieve your financial goals.

We have the experience and the resources to help you realize your dreams. By taking advantage of our integrated financial solutions, which include investment management, tax strategies, retirement and legacy planning, our clients leave our offices with truly comprehensive financial plans that remove the stress of coordinating between several firms and offer the confidence of knowing that all of their finances are managed strategically. At Madrona Financial Services, we pride ourselves on an unparalleled level of client service and appreciate the opportunity to help make your financial ambitions a reality.

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Click To Find Out Why We Request A Minimum Of $500,000 To Work With Us.