Inslee Wealth Management

With over 80 years of advisory experience at Merrill, Inslee Wealth Management believes that trust and loyal advocacy are the cornerstones of any advisory relationship. Our unwavering commitment to clients has never changed; our mission is to provide access to fiduciary and wealth advisory services for the affluent that help to create, preserve, and manage their wealth. Our team designs a customized experience that allows our clients to address their complex financial needs, plan for the predicted, and solve the unpredicted. We work to understand the intent behind your wealth and clearly outline the goals our team can support you to achieve. We know your life spans far beyond your portfolio, and we understand your priorities lie in your loved ones, your business, and your legacy across generations. We are proud to have nurtured relationships that span generations, extending to clients' children and grandchildren. Our team's custom-tailored suite of services empowers you to pursue your financial goals and curate your financial legacy with confidence, clarity, and dependability.