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.
Wealth management tailored for the unique stressors faced by high-earning families in the Seattle area.
We believe that you deserve a financial planning team who views your wealth holistically and takes a multi-faceted approach. Our goal is to foster a client experience that’s collaborative, with families who we build lifelong relationships with.
Our clients are facing unique challenges as members of the sandwich generation. They’re worried about sending kids to college, caring for aging parents, stewarding multigenerational wealth, lowering their tax bill, and giving back to the vibrant Seattle community. Our strategies take all of your goals into account on your way to retirement, and we help you pivot your plan as your goals shift and change over time.
Your wins are our wins
We're not just financial advisors—we're family partners. Our only goal is to help you reach yours, which is why we build lifelong relationships that often span generations. We work alongside families who are passionate about creating a lasting legacy, supporting everything from launching young entrepreneurs to preserving wealth for future generations and making meaningful philanthropic impacts that reflect your deepest values.
A Portfolio Built Based On Your Goals
We create diversified portfolios that focus on capital preservation and growing your wealth over time. We do investment research, minimize taxes and fees, and leverage a disciplined 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 that your wealth comes with complex financial dynamics that go beyond simple money management?
Our exclusive Money Types Quiz is designed for sophisticated individuals and families who want to understand the deeper psychological drivers behind their financial decision-making. By exploring your unique ‘Money Type’, you’ll gain insights into the nuanced emotional and behavioral patterns that shape how you approach wealth, investment, and financial legacy planning.
Each money type reveals distinct characteristics that impact financial strategies, from how you view generational wealth transfer to your approach to philanthropic giving and investment risk. Our scientifically-developed assessment helps high net worth families uncover hidden motivations, overcome unconscious financial barriers, and align their wealth management with their most deeply held values and long-term family goals.
Your Pressing Financial Questions – Answered
Don’t miss our content library to get started on your financial planning journey.
Socially Responsible Investing for the Affluent – Aligning Your Wealth with Your Values
February 19, 2025 Socially responsible investing involves keeping your values and beliefs at the forefront of your portfolio. The investments...
Weekly Market Insights
February 19, 2025 Please click on the link below to read our most recent Weekly Market Insights. https://collierswm.com/wp-content/uploads/2025/02/2025.02.18-Collier-Weekly-Market-Insights-1.pdf
...Inheriting Wealth – A Guide to Managing Your Newfound Fortune
January 15, 2025 Inheriting a fortune can be an emotional and overwhelming experience, especially if it was sudden or unexpected....
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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