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Washington Wealth Management LLC Announces Addition of Seasoned Financial Advisors in the Pacific Northwest Region
  • USA - English


News provided by

Haven Tower Group

Jul 30, 2013, 09:15 ET

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Robert Bartenstein - CEO, Washington Wealth Management LLC
Robert Bartenstein - CEO, Washington Wealth Management LLC

San Diego, CA (PRWEB) July 30, 2013 -- Washington Wealth Management LLC (“WWM”), an independent hybrid Registered Investment Advisor (RIA) supporting fee and commission-based independent advisor teams across the nation, today announced that it has recruited to its platform Kimball Creek Partners, an independent financial advisory business focused on the investment needs of successful individuals, families and organizations. The win builds on WWM’s track record of rapid growth.

Headquartered in Bellevue, Washington, Kimball Creek Partners is a team of experienced investment professionals dedicated to employing the principles of prudent financial stewardship in order to help clients achieve meaningful and sustainable results. The business brings approximately $220 million in assets under management, and is primarily focused on the Pacific Northwest region, although it represents clients across the United States.

Robert Bartenstein, Washington Wealth Management’s Chief Executive Officer, said, “We are delighted to announce the addition of Kimball Creek Partners to our platform. Kimball Creek’s decision to maximize its opportunities for growth and independence by joining our team further demonstrates the strength of Washington Wealth Management’s robust multi-custodial platform, which enables exceptional former wirehouse advisors to expand their practices by transitioning to the independent channel. Kimball Creek Partners offers clients an exceptional value proposition and is deeply committed to growing and protecting their clients’ wealth from market and economic volatility.”

Dean Bennion, CFP, Managing Partner of Kimball Creek Partners, said, “We are very excited to join the Washington Wealth Management platform, and we look forward to everything that we and the WWM team will accomplish together for our clients. At Kimball Creek Partners, we seek to help our clients meet their goals through a disciplined, customized process that includes diversification, excellent service and a particular focus on risk management in order to protect clients from the ups and downs of the market and the economy. We chose to partner with Washington Wealth Management because they respected our business model and unique service offering, yet also provided an increased range of products and support from a spectrum of providers. This will further enhance the experience of the families and organizations we are privileged enough to work with.”

Mike Vincent, CFP, Managing Partner of Kimball Creek Partners, said, “Our ethos of providing best-in-class wealth management services for clients in order to protect and grow their wealth pairs perfectly with Washington Wealth Management’s commitment to providing advisors the tools, products and practice management insights they need in order to operate with true independence and a total focus on client service. We have been very successful for many decades and wanted a multi-custodial partner that would enhance our services while respecting what makes us special to our clients. We found that with Washington Wealth Management.”

Prior to co-founding Kimball Creek Partners, both Dean Bennion, CFP, and Mike Vincent, CFP, worked at Wachovia/Wells Fargo Advisors for more than a decade. Each served as a Senior Vice President out of the Seattle office of Wells Fargo.

About Washington Wealth Management
Based in San Diego, CA, Washington Wealth Management LLC (WWM) is an independent hybrid Registered Investment Advisor (RIA) supporting fee and commission-based independent financial advisor teams across the nation. WWM was established by former wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve freedom, independence and growth. The firm’s platform is comprised of an independent Registered Investment Advisor (RIA), a non-affiliated broker-dealer and a multi-custodian offering, in order to provide its financial advisors with a conflict-free, open architecture platform and full independence across both fee and commission-based business models. WWM has offices in San Diego, Los Angeles and Brea, CA; Las Vegas, NV; Seattle, WA; Westport, CT; Middleburg, VA; and Miami, FL. More information is available at http://www.washwm.com.

About Kimball Creek Partners
Headquartered in Bellevue, Washington, Kimball Creek Partners is an independent advisory business focused on the investment needs of affluent individuals and their families. Kimball Creek has more than $220 million in assets under management and combines both fee and commission-based services according to client needs. Its approach combines traditional asset allocation with a forward-looking assessment of potential risk. As part of a comprehensive, holistic wealth management plan, Kimball Creek Partners offers its clients the following services: portfolio management, financial planning, retirement planning, estate and legacy planning, and education as well as charitable giving and gifting strategies. All of the advisors at Kimball Creek have achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. For more information, please visit: http://www.kimballcreekpartners.com or dial: 800-493-6195.

# # #

Washington Wealth Management Media Contacts
Matt Griffes / Jessica Caris
Haven Tower Group LLC
(206) 402-5853 or (646) 594-3855
mgriffes(at)haventower(dot)com or jcaris(at)haventower(dot)com

Matthew Griffes, Haven Tower Group, http://haventower.com/, (206) 402-5853, [email protected]

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