Eric Smith, CFP®, AIF®, Goodfunds Wealth Management

Overview

Advising foundation trustees, endowments, and families. Customized long-term investment and wealth management since 1986. State-of-the-art green, sustainable, and responsible investing strategies. Management, consulting, and financial planning.

Hours of work

By appointment.
Normal office hours: M-F 8:00 am - 5:30 pm Pacific

Locations

Seattle

Contact Information

6009 34th Ave NW Seattle, Washington, United States 98107

phone: view phone(206) 782-1205

fax: view fax

website: http://www.goodfunds.com

Photos

Video

Description

There are a lot of words on business cards these days. But the real essence of financial planning and investing is about smart, meaningful conversations. It is about guiding you or your organization through an ongoing process to keep your resources aligned with goals and values.

Some people find it challenging to navigate all by themselves, the ever-changing economic and financial landscape. By taking advantage of our experience, resources, and services, people are more likely to maintain a financially sound foundation while stewarding their resources.

Member, First Affirmative Financial Network, LLC.

Extra fields

1% for Community: Yes

Account Minimums: $1 million.

Percent in SRI: 99

Compliance: Investment advisory services and securities offered through KMS Financial Services, Inc. Member FINRA/SIPC.

SRI Services/Products Offered : Investment management.
Investment consulting.
Family and private foundation services.
Lifestyle, financial, and retirement planning.

Complete the form below to contact us.

Please enter the text you see in the image at the left into the textbox. This is required to prevent automated submission of contact requests.

Verification Code image cannot be displayed