Empirical Wealth Management, LLC
ADVICE YOU CAN TRUST !
1420 Fifth Avenue
Suite 1740
Seattle, WA 98101
Welcome
At Empirical Wealth Management, our mission is to provide our clients with the most effective, unbiased investment and financial planning available.
We believe every investor can be a successful investor and successful investing begins with understanding how markets work. This requires an examination of the empirical evidence. Fortunately for investors the evidence is clear; successful investing does not require beating markets. That realization enables investors to view the market as an ally where you take advantage of how markets work, rather than an adversary, where you place bets on how markets will fail. The knowledge of how markets work shifts the focus to capturing the greatest proportion of market returns within the context of your need, ability, and willingness to take risk.
Anything worth doing takes time, energy and planning to achieve. While most people accept this as true, unfortunately many people fail to apply it to investing. We act as a guide to help you reach your chosen destination by helping you make consistently smart financial decisions.
Our four step client process ensures that:
1) You will clearly understand who we are, our approach, and why you should work with us.
2) We will clearly understand who you are as individual and what you need as an investor.
3) We will clearly communicate, in writing, our recommendations.
4) We will give you the expertise, knowledge, and discipline to stay on track.
By working with us and adopting our disciplined approach, you will be on the surest path to reaching your own unique goals and objectives.
Our History
Empirical was created for the sole purpose of providing financial guidance to individuals, families, and non-profit organizations. Our goal is to take what we have learned over several decades of hands-on experience, academic research, and advanced education to help our clients grow and protect their wealth.
Empirical was founded in 2006 and has been in business since 1999 through the legacy of our former company, Chinook Capital. Empirical currently manages nearly $400 million dollars and maintains approximately 500 client relationships. We work with clients across the country with the largest proportion in Washington State.
Empirical Wealth Management is a “fee-only” advisor. We do not receive any compensation from any of the investments we recommend.
Ethan Broga, CFP®,MS
Chief Operating Officer and Financial Advisor
As COO, Ethan oversees the development and management of Empirical’s systems used to deliver wealth management services. Ethan is also the head of the Empirical financial planning committee which develops innovative planning solutions for clients. He is a lead advisor who works directly with Empirical clients. Ethan received his BA in business administration from Washington State University, and a MS from the College of Financial Planning. He has 13 years of industry experience.
We look forward to discussing your financial needs.
Please be aware that Empirical Wealth Management, LLC has a portfolio minimum of $500,000 to accept inquiries through this directory.
