Best Financial Advisors in Tacoma, WA

Team Seneschal here to spread some holiday cheer! We look back on 2023 with complete joy for all the ways we’ve grown. n nWe kicked off the year committed to our vision to make the family office experience more accessible and approachable. We thoughtfully rebranded all aspects of our business and relocated to new, larger office space that amplifies our warmth and enhances our client experience. Over the summer, we had the pleasure of a client’s son join us for an internship. Heading into the last half of the year, our team grew with the addition of two talented professionals, and we successfully converted and upgraded our relationship management software. We made time for community and connection, attending several conferences, sponsoring local charitable organizations, and hosting two client events. None of this would have been possible without the remarkable relationships we have. n nFrom our families to yours, cheers! We wish you a jolly holiday season and Happy New Year.