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Crafted Finance

EST. AUM
$102,917,708

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Firm Details

Metro area Seattle
CRD Number 283318
Website craftedfinance.com
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Overview

Crafted Finance, LLC is a Seattle-based fee-only registered investment adviser founded by Joe Wride in 2016. The firm combines comprehensive financial planning with investment management for individuals and families. Its planning work covers cash flow, savings, retirement, education, tax, estate, insurance and stock-compensation considerations. Investment management is structured around client goals, portfolio efficiency, risk alignment, portfolio recalibration and ongoing performance review. Crafted Finance also integrates residential and income-producing real estate into broader wealth planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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