Life on your terms
Seattle-based financial planning and investment management to help you align your wealth with your values.
At Collier Sustainable Wealth Management, we go beyond traditional financial planning
Our mission is to empower you to not only improve your financial life but to envision and achieve a future aligned with your values and ambitious goals. Through a comprehensive approach to financial planning and investment management, we give you the freedom to think bigger about your life and wealth.
Financial plans should be tailored to fit who you are and the unique life you love to live
Our commitment extends beyond transactions; we foster a collaborative client experience, cultivating lifelong relationships. We understand the unique challenges faced by the sandwich generation in the vibrant Seattle community—balancing family, career, and retirement planning. In every life moment, good or bad, we stand by you, consistently earning your trust.
We care about
you
Our goal is to understand what’s most important to you. As we move through our financial planning relationship, we put you and your best interests first – always – to help you secure the bountiful future you deserve.
A Portfolio Built Based On Your Goals
We create diversified portfolios that focus on capital preservation and growing your wealth over time. We do rigorous investment research, minimize taxes and fees, and leverage a disciplined global strategy to help you move the needle toward the life you want.
Serving with diligence
We build our relationships on a solid foundation of trust. Our expert team has a long track record of working collaboratively with clients, and our goal to continuously operate with complete transparency empowers you to act confidently on the advice we give.
Here’s What It Looks Like To Partner Us
1.
SCHEDULE A CALL
Find an appointment in our calendar to suit you and we’ll send you out some information in advance so you know what to expect when we meet and what questions to ask.
2.
HAVE A CHAT
We’ll meet by Zoom or in person—your choice—and spend 30 minutes assessing your lifestyle and wishes so we can decide if we’re a good fit to support you.
3.
CREATE A PLAN
We’ll tailor—and monitor—a customized, clear financial plan that accomplishes your financial goals, fits your unique personality, and aligns with your values.
What’s standing between you and living a life that’s financially in sync with your values?
If you find yourself navigating the complexities of family, career, and financial planning, rest assured, we’re here to simplify the journey.
At Collier Sustainable Wealth Management, we relieve the neverending questions about your finances. Our holistic approach ensures that every aspect of your financial life is expertly handled, providing you with the financial peace of mind you deserve.
Take The Guesswork Out Of Your Financial Life
Wealth Management
Money Mindset Guidance
Socially Responsible Investment
Small Business Retirement Plans
Find Your Money Type: Uncover The Secrets Of Your Financial Personality
Take our Money Mindset Quiz to transform your relationship with money
Do you ever feel like your money behaviors aren’t fully within your control?
Our quiz allows you to delve into your financial personality, uncovering your unique ‘Money Type’. Each type has distinct characteristics, strengths, and challenges, that influence financial decisions.
Our Money Types Quiz will help you understand your predominant money type(s) so you can make better, more conscious financial decisions, overcome financial blockages, and move towards a healthier financial future.
Founded in 1993, Collier Sustainable Wealth Management is a family business led by Meris Collier, a CERTIFIED FINANCIAL PLANNER™ and Certified Money Coach (CMC) who, with support from her experienced team, has helped hundreds of clients live enriched and fulfilling lives through smart money management.
Are you ready to make an impact?
Schedule an appointment today to learn more about how financial planning can put you on the path to achieving your goals.
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