Company Overview
- Headquarters
- Seattle WA
- Website
- consiliowealth.com
- Employees
- 8
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Consilio Wealth Advisors
Consilio Wealth Advisors is a Seattle, Washington based company, specializing in investment advisory and financial planning services. As an SEC-registered investment advisory firm, Consilio Wealth Advisors employs a team of 8 people and generates approximately $2.5 million in annual revenue. The company focuses on helping individuals in two primary life stages: building wealth within the technology industry and enjoying financial independence during retirement. Consilio Wealth Advisors aims to provide clients with clarity and confidence in their financial decision-making through personalized strategies and guidance. Consilio emphasizes a deliberate and intentional approach to wealth management, reflecting the Latin origins of their name, "Consilio," which means "planning, deliberate, intentional, and by design." The company believes that proactive financial planning is crucial for both accumulating and preserving wealth. To learn more about Consilio Wealth Advisors and their services, visit their website at consiliowealth.com.
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