Our
Services
Personalized, comprehensive financial planning built on a thorough understanding of your goals.
How We Work
With Clients
Designed for clients seeking continuous investment management and integrated financial advice.
Ongoing advisory services are appropriate for individuals and families who want a long term partner to help manage investments, coordinate planning decisions, and adapt as goals and circumstances change.
Ongoing advisory services are billed based on assets under advisory, with the applicable fee schedule confirmed before the relationship begins.
Clients in an ongoing advisory relationship typically want more than portfolio oversight alone. Our role is to provide continuity—helping ensure that investment decisions, planning considerations, and life events are addressed in a coordinated way.
Ongoing services include discretionary portfolio management and integrated financial guidance across areas such as retirement, tax awareness, insurance, and estate planning coordination. Portfolios are managed within a defined risk framework, with attention to diversification, concentration, liquidity, and alignment with long term objectives. The emphasis is not on frequent activity, but on maintaining preparedness and coherence as circumstances change.
A focused engagement designed to address a specific financial question or decision. Project planning is well suited for clients who want professional guidance on a defined issue without entering into an ongoing advisory relationship.
Project engagements are billed upon completion, with the scope of work and applicable fee confirmed before work begins.
Project engagements are often a good fit when a client is navigating a particular decision—such as evaluating retirement readiness, funding education, reviewing concentrated investments, or assessing insurance or estate planning needs.
These engagements are intentionally limited in scope and duration. We provide analysis, context, and recommendations tailored to the decision at hand. Implementation decisions remain with the client unless a separate ongoing advisory relationship is established. Many clients use project planning as a way to gain clarity during a transition, while others later choose to continue the relationship on an ongoing basis.
If you’re unsure which type of engagement fits your situation, a conversation can help clarify next steps.
If you’re navigating a significant decision, transition, or period of complexity, a conversation can help bring clarity and structure to what comes next.
Viceroy Wealth Advisors, LLC
2906 Colby Avenue, Suite 108 | Everett, WA 98201
Call/Text: 425.740.7565
Email: info@viceroyadvisors.com
