Wurts & Associates Inc

Wurts & Associates Inc

  • 999 3rd Avenue Lbby
  • Seattle, Washington
  • 98104

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About us

Description

Mr. Hoffman, Senior Consultant, joined Wurts & Associates in 2011. Mr. Hoffman has more than 15 years of experience providing a broad range of high quality services to institutional investors. Prior to joining Wurts & Associates, Mr. Hoffman served institutional clients at Causeway Capital Management and Legg Mason, Inc.

Ms. Heier, President, Chief Operating Officer and Senior Consultant, is primarily responsible for providing leading investment consulting services to a variety of clients, including charitable organizations, corporate retirement plans, and healthcare organizations. A shareholder of the firm since 2007, Ms.

Company contacts

  • Shelly Heier
  • President
  • Jeffrey Maclean
  • Chairman
  • Scott Whalen
  • Vice President
  • William Wurts
  • Director

Products & services

fiduciary

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