We are delighted to announce that as of 11/15/2011 Triad Financial Strategies has entered into a strategic alliance with Viridian Investment Management. It is our shared vision that the two companies will be able to offer every client additional team members with specific skills and capabilities that will allow us to better and more effectively take care of your investment management and financial planning needs.
By partnering with a firm that shares our philosophies around investment management, financial planning and most importantly client service; we believe that every client will truly feel the benefit from the additional staff and capabilities of this partnership. In addition to additional staff we will also be able to offer several different office locations depending on your specific needs.
Seattle: 1001 4th Ave, Suite 4400, Seattle
Snohomish: 21 Avenue A, Suite C, Snohomish
Issaquah: 22525 SE 64th Pl, Suite 200 (New Location as of 1/1/12)
To learn more about our strategic partners and the full team, please go to the link below.
http://www.viridianinvestments.com/ourteam.htm
On a related note, we will be moving our Issaquah office over to the Meadow Creek Complex (across the street from Home Depot) towards the end of December and will be using it as a location to meet with our eastside clients for scheduled appointments as of 1/1/12 and beyond. Otherwise, I will be using all three locations throughout the week, but will always be available to connect via phone or email.
We are looking forward to working alongside one of the premier wealth management firms in the Puget Sound area and are very happy that you will benefit through the additional services, skills, and capabilities they bring.
As always please do not hesitate to call if you have any questions. We look forward to serving you better as a result of this strategic alliance.
The financial consultants of Viridian Investment Management are affiliated with LPL Financial.
Sincerely,
Tait Lane, President Brent Decker
Triad Financial Strategies
Our mission is to be dedicated to enhancing the quality of our clients' lives as we address their wealth to help them achieve their long-term goals and dreams. With our unmatched, quality service and guidance, we build strong relationships as we help simplify our clients' financial affairs, allowing them to focus on those areas that give their life meaning and purpose
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