KBBS offers just one service: interdisciplinary financial counsel. Partnering with us means engaging across the whole plane of your financial picture.
Often clients come to us initially because they are approaching an important financial waypoint. We seek to help them navigate successfully through comprehensive planning and integrating the different skills of our team members.
Based in Seattle, we serve individuals, families and trusts across the country. We become deeply familiar with a client’s balance sheet, cash flow, tax profile, estate plan and much more. In this way we can pursue the best solutions across:
• Portfolio design and management
• Estate planning and trust administration
• Income tax forecasting and tax management of legacy assets
• Private investment funds, alternative investments and angel investing
• Stock option strategies and executive compensation
• Charitable giving strategies
• Insurance coverage and claims
• Home financing alternatives and more
Financial fitness is a three-legged stool of work, thrift and prudent investing. For more than 30 years, we’ve sought to help clients build financial fitness in ways that reduce risk and strain, bring order and enhance understanding.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 705 2nd Ave Ste 800, Seattle,washington 98104,united States
- Phone
- +1-206-462-6100
- in****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- kbbsfinancial.com
- Keywords
- Financial Planning, Investment Management, Retirement Planning, Trust Administration, Portfolio Management, Estate Planning, Venture Financing, Executive Compensation Plans, Alternative Investments, Charitable Giving, ESG Investing, Impact Investing, Tax Planning, Education Funding.
- HQ
- Seattle, Washington
Kutscher Benner Barsness & Stevens, Inc. Questions
Kutscher Benner Barsness & Stevens, Inc.'s helpline number is +1-206-462-6100
Kutscher Benner Barsness & Stevens, Inc.'s website is kbbsfinancial.com
Kutscher Benner Barsness & Stevens, Inc.'s LinkedIn profile is https://www.linkedin.com/company/kbbsfinancial
Kutscher Benner Barsness & Stevens, Inc. has
10 employees.
View email and phone details for 10
employees at Kutscher Benner Barsness & Stevens, Inc..
Kutscher Benner Barsness & Stevens, Inc.'s industry is
Financial Services
Kutscher Benner Barsness & Stevens, Inc.'s top competitors are
Baldwin Management,
Legacy Wealth Advisors, Llc,
Keudell Morrison Wealth Management, Llc,
Albion Investors Llc,
Firebrand Wealth Management, Llc,
Abundance Wealth Counselors, Llc,
The Karras Company,
Basecamp Wealth Advisors,
Nia Impact Capital,
Browning Capital Management Llc.
Kutscher Benner Barsness & Stevens, Inc.'s support email address is info@krbfinancial.com
Kutscher Benner Barsness & Stevens, Inc.'s categories are Financial Services
Kutscher Benner Barsness & Stevens, Inc.'s founding year is 1991
