Theresa specializes in high-net-worth and trust planning, bringing a strategic approach to complex wealth management. She’s also deeply passionate about ESG and Sustainable Investing, ensuring clients can align their portfolios with their values.
Based in Seattle, Theresa works virtually with clients across the United States, providing tailored financial strategies that support both their long-term goals and ethical priorities.
While Theresa is based in Seattle, our practice is fully virtual, allowing us to serve clients across the United States.