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Seattle Asset Management

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You’ve Inherited an IRA Now what?

Losing someone you care about, and that cared about you, is never easy. If you are reading this, you may have...
October 14, 2025
By dev_team
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Asset Protection: Separating Business and Personal Finances for Optimal Security

Building a successful business takes courage, vision, and relentless effort. But many entrepreneurs overlook...
August 5, 2025
By vincent
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Stock Option Optimization: Timing Exercises for Tax Efficiency

Equity compensation is a powerful tool for aligning employee and company interests, especially among...
July 11, 2025
By vincent
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Maximizing Your 401(k): Advanced Strategies Beyond the Basics

A 401(k) is an employer-sponsored retirement savings plan that allows employees to contribute a portion of...
June 24, 2025
By vincent
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Business Succession Planning: When to Start and How to Maximize Value

Many business owners dedicate a lifetime to building their companies, yet far too many delay succession...
June 18, 2025
By vincent
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Creating Guaranteed Income Streams in Retirement

In retirement planning, few concerns are as universal as the question: “Will I have enough reliable...
May 20, 2025
By vincent
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What is a Credit Shelter Trust and Why Should I Use One for Estate Planning?

For the ultra-wealthy, estate planning isn’t just about asset distribution; it’s about navigating...
December 4, 2024
By dev_team
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Expecting the Unexpected: Why Disability Insurance is Essential for the Ultra-Wealthy

For the ultra-wealthy, financial security isn’t just about growing wealth—it’s about protecting...
November 20, 2024
By dev_team
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What Does a Future Trump Presidency Mean for Your Portfolio?

As we look ahead to Donald Trump returning to the White House in 2025, high-net-worth individuals need to...
November 13, 2024
By dev_team
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3600 136th Pl SE, Suite 270
Bellevue, WA 98006
contact-phone (425) 453-5010
contact-email
Fortis does not and will not ever provide financial or investment recommendations over WhatsApp or any other social messaging apps. Please call our office line at 425-453-5010 if you have any questions.
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