Garde Capital

EST. AUM
$2,654,928,032

CONTACTS
10

CLIENT ACCOUNTS
512

Firm Details

Metro area Seattle
CRD Number 151043
Website gardecapital.com
Client types

Overview

At Garde Capital, learning the client's story is their primary concern, and the advice they provide will grow from there. Through an extensive discovery process, they help clients envision a comprehensive picture including goals, challenges, and major transitions before tailoring a personalized set of recommendations from the ground up. The client's investment roadmap becomes a journey they take together, with regular meetings and evaluations along the way—and the client's best life is at the heart of every decision. If the client already has financial partners in place, Garde Capital will coordinate, communicate, and collaborate with each to create an organized, efficient team completely invested in the client's success. Clients can stop worrying about all the moving parts; that is Garde Capital's job. Built on a foundation of trust and long-term support, their unique client communication and service model ensures clients will see their financial picture with utmost clarity and face the future with confidence, knowing they have an experienced, competent partner at their side.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Garde Capital

Platform Details

Investment Preferences

Alternative Activity

Address

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