Empirical Wealth Management

Description

As a financial advisor, Shan works closely with his clients to help define and commit to their retirement and investment objectives. Shan strives to be his client’s personal financial advocate, working with them to weigh decisions in the context of their overall financial plans. In addition, he has years of experience in supporting fellow lead advisors at Empirical which has given him extensive knowledge in the implementation of the firm’s investment and financial planning strategies.

Empirical Wealth Management is a Northwest-based, independent wealth management firm with offices in Washington and Oregon. Our mission is to provide a superior wealth management experience to high net worth individuals. We define wealth management as the marriage of customized asset management solutions with comprehensive ongoing financial planning.

We use third party service providers, vendors, and licensors to assist (including Performance Technologies, Inc.) in providing the Electronic Services (each, a “Third Party Service Provider”). You hereby consent and authorize us to delegate the authorizations you provide to us to our Third Party Service Provider(s) as we deem necessary or desirable to provide the Electronic Services to you.

This is our primary method of client engagement and includes investments, tax, and financial planning expertise delivered on an on-going basis. In this relationship we provide an on-going assessment, advice, implementation, and monitoring. Our main form of compensation is based on assets under management. We do not receive commissions from any investments that we recommend.

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