Michelet Financial brings Fortune-500 financial discipline to Seattle families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Seattle's tech professionals carry heavy equity comp (RSUs, ESPP) and benefit most from coordinating those decisions with a tax-aware investment plan.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Seattle investors and King County.
Comprehensive planning for Seattle households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Seattle professionals and owners preparing for the next chapter.
From Bellevue engineers to Ballard founders, Seattle clients value our fee-transparent, tax-coordinated approach.
Yes - we work with clients throughout Seattle and the surrounding the Puget Sound region, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Seattle's economy is anchored by Amazon, Microsoft, Boeing, and a deep tech and startup ecosystem. Tech professionals with large RSU positions benefit most from diversification and tax planning.
Washington has no state income tax but does tax capital gains above a threshold, so investment-tax planning matters for Seattle earners. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Seattle, WA clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.