Title: Welcome To Icon conconsulting
1WELCOME TO ICONCONCONSULTING
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3With over 7 decades of experience, we have
positioned ICON as one of the industrys leading
independent, locally owned firms offering
comprehensive financial planning and fee based
wealth management.
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5Mission To be the Northwests most sought after
independent fee-based financial planning and
wealth management firm. As leaders in our
industry with respect to strategic consulting and
independent advice, we bring vision and direction
to the lives of our clients and their families,
serving as their trusted Personal CFO.
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7Description ICON Consulting was founded with the
singular focus of helping clients understand and
make informed decisions regarding their financial
well being. We have an fundamental understanding
and focus that the most important part of our
relationship is to protect and look out for our
clients best interests. This strong ethical and
moral belief of ours will never be compromised.
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9Our commitment to our clients is further
reflected in ICONs tagline, Symbiotic Wealth
Management. This refers to our mutually
beneficial relationship clients depend on us to
provide them with unbiased, timely, and
sophisticated financial advice just as we depend
on our clients for our livelihood. Without them,
we wouldnt have the opportunity to perform the
work we enjoy.
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11As we cultivate relationships with our clients
that last a lifetime, it is our unbiased and
expert knowledge that is key to our shared
success. Gaining and retaining wealth requires
education, vision, and direction, and it is
extremely difficult to navigate in the financial
world if you do not have someone you trust
teaching you the rules.
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13Contact
ICON Consulting 1412 112th Avenue, Suite
102Bellevue, WA 98004 Phone 425-562-4266
(ICON)Fax 425-746-4266 (ICON) Info_at_ICONconsulti
ngllc.com
www.iconconsultingllc.com
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