Private Client Wealth Management

Specializing in High Net Worth Clientele

Carlton MacLachlan, LLC is an independently owned financial consulting firm with more than 45 years of combined dedicated personalized service for their clients.

As one of the Pacific Northwest’s Premier Investment Advising Firms, Carlton MacLachlan LLC focuses on total comprehensive wealth management for high net worth individuals, families, endowments, trusts and charities.

Working with high net worth clientele requires very specific knowledge and experience. Together with their team of professionals, they aim to protect, grow and transition wealth, while educating clients on the most common mistakes associated with high net worth investing.

What high net worth investors consider most critical: Protecting assets for retirement, gifting to heirs, charities and endowments, minimizing tax consequence.

What high net worth investors consider least critical: Taking unnecessary risk and losing principal.

Carlton MacLachlan LLC currently advises many high profile individuals with complete confidentiality, professionalism and competitive fervor.

For 2011, they are accepting new clients with a minimum of $500,000 per account or family combined assets of $750,000.

Accounts over $1,000,000 qualify for select Private Client Group.

Accounts over $3,000,000 qualify for Elite Custom Management Services.

Creed: Three Pillars of Success
Their guidance is focused on protecting, growing and transitioning wealth efficiently and pragmatically from one generation to the next.

Mission Statement:
“Enhancing Private Wealth for Generations”

We invite you to call to schedule an interview and are available to meet in person, video conference or tele-conference.

We do travel the West Coast and can arrange meetings accordingly.

If you are a Physician, Dentist, Orthodontist or other Medical Professional, please inquire about our “Greenbook for Doctors”.

425-837-9555 / 800-441-8607