First Washington Advisory
First Washington Advisory, (FWA), is an SEC Registered Investment Advisory. A subset of First Washington Corporation, First Washington Advisory professionally manages assets that have been designated for the financial markets.
The team at FWA, supervised by Jack Morbeck has actively managed financial assets since the 1960's. The experienced Seattle based team manages segregated accounts created specifically to the clients' goals and objectives. With our diverse client base, we feel that independent, experienced, client driven work can produce superior results.
Our client list includes Qualified Retirement Plans, Charitable trusts and foundations, enhanced corporate cash accounts and individual asset pools.
At FWA, a client can sit across the table with the individuals to either discuss their portfolios specifically, gain access to our opinions on their relevant financial issues or other financial market questions that are important to getting the big picture correct. Being locally owned and operated allows our clients more information as they make their most important financial choices.
In all cases, First Washington is dedicated to our clients succeeding. Our success flows from this mission.