ASI Wealth Management Employee Directory

In a nutshell, ASI is one of the top financial advisory firms in the Northwest. What does that mean? Well, for starters: We manage more than $1.3 billion in assets We've served investors for nearly 20 years Each team member has an average of 20 years of experience in the financial industry We believe in growing relationships not acquiring accounts,... so we limit our clientele so that we can serve each and every client with the personal, committed attention they deserve (right now, we have 170 client relationships) Our accreditations include Certified Investment Management Analyst, Certified Private Wealth Advisor®, Investment Management Consultants Association® Retirement Plans Associate® and Accredited Wealth Management Advisor? We're committed to our communities, and "walk the walk" with a charitable fund designed to promote good in our cities and in our world Our clients are like family-in fact, most have been with us for about a decade, and one has been with us for 18 years We also have low turnover among staff, a testament to our vision and our work Of course, we're much more than that. We're trusted advisors.Read More