Once we know what you hope to accomplish, we build a financial plan that considers your choices then stress tests your goals to make sure you’re on track.
Hands-on financial planning meets academically grounded investment management.
As your advocate, we’ll oversee and evaluate the many aspects of your financial life from a holistic vantage point. We may be on the phone with your tax counsel one day, and your insurance broker the next. Whatever it takes to make sure everything’s working together to your advantage and getting you closer to your goals.



One-off Personalization

Fee-only Objectivity
Independently owned, there’s no parent company telling us what to sell. No commissions. No third-party compensation. We work exclusively for you.

360° Confidence
We oversee your financial life as a whole to make sure all the moving pieces are working together to benefit you most.
Our difference.
Let’s get started.
Email or call to set up a complimentary consultation. We’ll walk you through our services, discuss your goals, and see if we’re the right fit for you.
Conlon Dart Wealth Management
720 Olive Way #1850, Seattle, WA 98101 206-728-0222 888-777-4015 We never share your personal information with outside parties. For details, please see our Privacy Policy