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 98107phone: 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.
