Private Client High-Net-Worth


At Atkinson Wealth Strategies, we specialize in providing bespoke financial services for private clients with high net worth. Recognizing the unique financial landscape of high-net-worth individuals, our dedicated team of professionals offers personalized wealth management strategies tailored to your specific needs and aspirations. We understand the complexities and intricacies associated with substantial wealth, and our goal is to deliver a comprehensive suite of services, including investment management, estate planning, risk mitigation, and tax optimization. As your trusted advisors, we work collaboratively to preserve and grow your wealth, offering strategic insights and sophisticated solutions to address the challenges and opportunities that come with substantial financial resources. At Atkinson Wealth Strategies, we are committed to elevating your financial success and enhancing your peace of mind through our specialized private client services.

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Atkinson Wealth Strategies is a proud member of

Greater Kirkland Chamber of Commerce

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